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Original filing (PDF)20251001093003NAL0012406129001
HERO DIGITAL, LLC
Form 5500
FILING_RECEIVED
HERO DIGITAL, LLC 401(K) PLAN
401(k) retirement plan
Active participants
593
Accounts w/ balance
461
Plan assets (EOY)
$34.7M
Net assets (EOY)
$34.7M
How this plan invests
This plan
29 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HERO DIGITAL, LLC.
Plan sponsor
Name
HERO DIGITAL, LLC
EIN
46-4821970
Address
1 NORTH DEARBORN ST. · SUITE 725 · CHICAGO, IL · 60602
Phone
(415) 230-0724
Industry
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
2025-10-01
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SORREN CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $50K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOREST CAPITAL MANAGEMENT LLC | 46-5576228 | — | CONSULTANT,ADVISOR | $59K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
Investments
28 direct securities· $34.0M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $6.1M | 17.7% | |
| JPMorgan Large Cap Growth | — | — | — | $3.5M | 10.2% | |
| Fidelity Global ex US Index | — | — | — | $3.2M | 9.1% | |
| American Funds American Mutual | — | — | — | $2.4M | 6.8% | |
| State Street Target Retirement 2055 | — | — | — | $2.2M | 6.5% | |
| State Street Target Retirement 2045 | — | — | — | $2.2M | 6.2% | |
| State Street Target Retirement 2060 | — | — | — | $1.9M | 5.5% | |
| Fidelity Mid Cap Index | — | — | — | $1.7M | 4.8% | |
| State Street Target Retirement 2050 | — | — | — | $1.6M | 4.5% | |
| State Street Target Retirement 2040 | — | — | — | $1.5M | 4.4% | |
| American Funds Bond Fund of America | — | — | — | $1.3M | 3.7% | |
| Fidelity Small Cap Index | — | — | — | $1.1M | 3.2% | |
| Vanguard International Growth | — | — | — | $891K | 2.6% | |
| JPMorgan Mid Cap Growth | — | — | — | $725K | 2.1% | |
| Global Real Estate Global Real Estate Securities Portfolio | — | — | — | $703K | 2.0% | |
| State Street Target Retirement 2030 | — | — | — | $589K | 1.7% | |
| Vanguard Federal Money Market | — | — | — | $489K | 1.4% | |
| State Street Target Retirement 2035 | — | — | — | $447K | 1.3% | |
| Vanguard Total Bond Market Index | — | — | — | $293K | 0.8% | |
| State Street Target Retirement 2065 | — | — | — | $233K | 0.7% | |
| Vanguard FTSE Social Index Admiral | — | — | — | $207K | 0.6% | |
| Notes receivable from participants Interest ranges from 4.25% to 9.50% | — | — | — | $194K | 0.6% | |
| American Funds New World | — | — | — | $189K | 0.5% | |
| State Street Target Retirement 2025 | — | — | — | $160K | 0.5% | |
| Fidelity Multi-Asset Index | — | — | — | $133K | 0.4% | |
| Vanguard Short-Term Investment-Grade Admiral | — | — | — | $47K | 0.1% | |
| BlackRock High Yield Bond Portfolio | — | — | — | $26K | <0.1% | |
| State Street Target Retirement Fund | — | — | — | $2K | <0.1% |
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