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Original filing (PDF)20251010104339NAL0007536993001
ALERT MEDIA, INC.
Form 5500
FILING_RECEIVED
ALERT MEDIA, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
365
Accounts w/ balance
428
Plan assets (EOY)
$19.6M
Net assets (EOY)
$19.6M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALERT MEDIA, INC..
Plan sponsor
Name
ALERT MEDIA, INC.
EIN
46-2872529
Address
401 S. 1ST STREET · SUITE 1400 · AUSTIN, TX · 78704
Phone
(800) 826-0777
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-10
Pension benefit codes
2K · 401(m) arrangement
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $58K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
30 direct securities · 1 pooled fund· $19.6M(100% 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
$19.3M
30 holdings
Common Collective Trust
$325K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FDM IDX 2055 IPR Mutual fund | — | — | — | $4.4M | 22.6% | |
| FID FDM IDX 2050 IPR Mutual fund | — | — | — | $3.8M | 19.6% | |
| FID FDM IDX 2060 IPR Mutual fund | — | — | — | $3.1M | 15.9% | |
| FIDELITY 500 INDEX Mutual fund | — | — | — | $2.0M | 10.1% | |
| FID FDM IDX 2045 IPR Mutual fund | — | — | — | $1.3M | 6.7% | |
| FID FDM IDX 2040 IPR Mutual fund | — | — | — | $692K | 3.5% | |
| FID FDM IDX 2035 IPR Mutual fund | — | — | — | $635K | 3.2% | |
| AMERICAN CENTURY ULTRA R6 Mutual fund | — | — | — | $447K | 2.3% | |
| FID FDM IDX 2065 IPR Mutual fund | — | — | — | $435K | 2.2% | |
| FID FDM IDX 2030 IPR Mutual fund | — | — | — | $351K | 1.8% | |
| FIDELITY INTERNATIONAL INDEX Mutual fund | — | — | — | $338K | 1.7% | |
| GS STABLE VALUE INV1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $325K | 1.7% | |
| JPMORGAN U.S. VALUE R6 Mutual fund | — | — | — | $291K | 1.5% | |
| FIDELITY MID CAP INDEX Mutual fund | — | — | — | $253K | 1.3% | |
| With varying maturity dates through November 2029 and interest rates of * Notes receivable from participants 4.25 - 9.50% | — | — | — | $158K | 0.8% | |
| FID FDM IDX 2025 IPR Mutual fund | — | — | — | $136K | 0.7% | |
| FID US BOND IDX Mutual fund | — | — | — | $130K | 0.7% | |
| FIDELITY SMALL CAP INDEX Mutual fund | — | — | — | $127K | 0.6% | |
| FID EMRG MKTS IDX Mutual fund | — | — | — | $120K | 0.6% | |
| FID INFL PR BD IDX Mutual fund | — | — | — | $87K | 0.4% | |
| AS SPL MID CP VAL R6 Mutual fund | — | — | — | $63K | 0.3% | |
| MFS NEW DISCOVERY VALUE R6 Mutual fund | — | — | — | $62K | 0.3% | |
| JPMORGAN SMALL CAP GROWTH R6 Mutual fund | — | — | — | $46K | 0.2% | |
| PGIM HIGH-YIELD R6 Mutual fund | — | — | — | $43K | 0.2% | |
| FID REAL ESTATE IDX Mutual fund | — | — | — | $42K | 0.2% | |
| JPM MID CAP GRTH R6 Mutual fund | — | — | — | $42K | 0.2% | |
| BLACKROCK TOTAL RETURN K Mutual fund | — | — | — | $37K | 0.2% | |
| AMERICAN FUNDS INFLATION LINKED BD R6 Mutual fund | — | — | — | $33K | 0.2% | |
| JPMORGAN GOVERNMENT BOND R6 Mutual fund | — | — | — | $21K | 0.1% | |
| FID FDM IDX 2020 IPR Mutual fund | — | — | — | $9K | <0.1% | |
| FID GOVT MMKT K6 Mutual fund | — | — | — | $5K | <0.1% |
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