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Original filing (PDF)20250922111355NAL0004634241001
SUMMITMEDIA, LLC
Form 5500
FILING_RECEIVED
SUMMITMEDIA, LLC 401(K) PLAN
401(k) retirement plan
Active participants
234
Accounts w/ balance
189
Plan assets (EOY)
$18.1M
Net assets (EOY)
$18.1M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUMMITMEDIA, LLC.
Plan sponsor
Name
SUMMITMEDIA, LLC
EIN
46-1715921
Address
800 SHADESCREEK PARKWAY · 725 · BIRMINGHAM, AL · 35209
Phone
(205) 326-2531
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
2025-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BMSS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $24K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
22 direct securities· $17.8M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $2.7M | 15.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $2.1M | 11.7% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.9M | 10.4% | |
| FIDELITY CONTRAFUND | Registered Investment Companies | — | — | $1.4M | 7.7% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.3M | 7.2% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $1.2M | 6.6% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.2M | 6.6% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $1.1M | 6.0% | |
| FIDELITY MAGELLAN FUND | Registered Investment Companies | — | — | $661K | 3.7% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $618K | 3.4% | |
| VANGUARD US GROWTH FUND ADM | Registered Investment Companies | — | — | $514K | 2.8% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $464K | 2.6% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $413K | 2.3% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $355K | 2.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $347K | 1.9% | |
| VANGUARD WELLINGTON ADMIN | Registered Investment Companies | — | — | $328K | 1.8% | |
| HARTFORD SC GROWTH HLS IA | Registered Investment Companies | — | — | $294K | 1.6% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $279K | 1.5% | |
| VANGUARD INT TERM INV GR AD | Registered Investment Companies | — | — | $264K | 1.5% | |
| DODGE & COX INCOME I | Registered Investment Companies | — | — | $233K | 1.3% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $63K | 0.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $35K | 0.2% |
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