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Original filing (PDF)20250926104824NAL0008474993001
VOICE MEDIA GROUP, LLC
Form 5500
FILING_RECEIVED
VOICE MEDIA GROUP RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
267
Accounts w/ balance
416
Plan assets (EOY)
$25.9M
Net assets (EOY)
$25.9M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VOICE MEDIA GROUP, LLC.
Plan sponsor
Name
VOICE MEDIA GROUP, LLC
EIN
46-1434058
Address
1201 EAST JEFFERSON STREET · PHOENIX, AZ · 850342300
Phone
(602) 271-0040
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
PRICE KONG & CO., CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $37K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $29K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICE KONG AND CO CPAS PA | — | PHOENIX, AZ | AUDITOR | $16K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOICE MEDIA GROUP LLC | — | PHOENIX, AZ | OTHER | $12K | — |
Investments
21 direct securities · 1 pooled fund· $25.6M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$19.4M
20 holdings
Mutual Funds
$3.5M
1 holding
Common Collective Trust
$2.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS Growth Fund | Mutual Funds | — | — | $3.5M | 13.4% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $3.1M | 11.9% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.8M | 10.7% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $2.5M | 9.8% | |
| Putnam Large Cap Value Fund | — | — | — | $1.7M | 6.6% | |
| Vanguard Mid Cap Index Fund | — | — | — | $1.6M | 6.2% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $1.5M | 5.9% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $1.2M | 4.8% | |
| American Funds EuroPacific Growth Fund | — | — | — | $1.0M | 4.0% | |
| Vanguard Small Cap Index Fund | — | — | — | $1.0M | 3.9% | |
| Baird Core Plus Bond Fund | — | — | — | $803K | 3.1% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $794K | 3.1% | |
| Vanguard Target Retirement Income Inv | — | — | — | $683K | 2.6% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $640K | 2.5% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $634K | 2.5% | |
| Self-directed brokerage account Schwab PCRA | — | — | — | $464K | 1.8% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $389K | 1.5% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $378K | 1.5% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $339K | 1.3% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $238K | 0.9% | |
| Wasatch Core Growth Fund | — | — | — | $135K | 0.5% | |
| Eagle Funds Eagle Mid Cap Growth Fund | — | — | — | $129K | 0.5% |