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Original filing (PDF)20251014085513NAL0005128210001
THE OGDEN NEWSPAPERS, INC
Form 5500
FILING_RECEIVED
THE OGDEN NEWSPAPERS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
27% in single holdingNo recordkeeper disclosed
Active participants
887
Accounts w/ balance
1,357
Plan assets (EOY)
$114.9M
Net assets (EOY)
$114.9M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
86
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "T. Rowe Price Capital Appreciation Fund N/A" is 27% of plan.
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE OGDEN NEWSPAPERS, INC.
Plan sponsor
Name
THE OGDEN NEWSPAPERS, INC
EIN
55-0776319
Address
1500 MAIN STREET · 4TH FLOOR · WHEELING, WV · 26003
Phone
(304) 231-0400
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SCHNEIDER DOWN & CO., INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $118K | — |
| CREATIVE PLANNING | 84-4519624 | — | NONE | $14K | — |
| MESIROW FINANCIAL INC | 36-3194849 | — | NONE | $14K | — |
| SCHNEIDER DOWN & CO, INC | 25-1408703 | — | NONE | $7K | — |
Investments
23 direct securities · 1 pooled fund· $113.9M(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
$110.2M
23 holdings
Common Collective Trust
$3.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Capital Appreciation Fund N/A | — | — | — | $30.8M | 26.8% | |
| Vanguard Institutional Index Fund N/A | — | — | — | $11.9M | 10.4% | |
| JP Morgan Large Cap Growth Fund: R6 N/A | — | — | — | $9.8M | 8.5% | |
| Vanguard Retirement 2030 Fund N/A | — | — | — | $9.0M | 7.8% | |
| Vanguard Mid Cap Admiral Index Fund N/A | — | — | — | $8.4M | 7.4% | |
| Vanguard Retirement 2025 Fund N/A | — | — | — | $5.7M | 5.0% | |
| Vanguard Retirement 2035 Fund N/A | — | — | — | $5.7M | 5.0% | |
| Vanguard Retirement 2040 Fund N/A | — | — | — | $4.8M | 4.2% | |
| Baird Core Plus Bond Fund N/A | — | — | — | $3.8M | 3.3% | |
| NEW YORK LIFE STABLE VALUE FUND NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Common Collective Trust | — | — | $3.7M | 3.2% | |
| Vanguard Small Cap Admiral Index Fund N/A | — | — | — | $3.1M | 2.7% | |
| Vanguard Retirement 2020 Fund N/A | — | — | — | $3.0M | 2.6% | |
| Hartford Funds Schroders International Stock Fund N/A | — | — | — | $3.0M | 2.6% | |
| Vanguard Retirement 2045 Fund N/A | — | — | — | $2.6M | 2.2% | |
| Vanguard Retirement 2050 Fund N/A | — | — | — | $2.4M | 2.0% | |
| Vanguard Retirement 2055 Fund N/A | — | — | — | $1.7M | 1.5% | |
| Vanguard Target Retirement Income N/A | — | — | — | $1.6M | 1.4% | |
| Vanguard Inflation Protected Bond Fund N/A | — | — | — | $998K | 0.9% | |
| Vanguard Equity Income Fund Admiral Shares N/A | — | — | — | $582K | 0.5% | |
| Vanguard Total International Stock Admiral Index Fund N/A | — | — | — | $574K | 0.5% | |
| Vanguard Retirement 2060 Fund N/A | — | — | — | $355K | 0.3% | |
| Vanguard Institutional Target Retirement 2065 Fund N/A | — | — | — | $290K | 0.3% | |
| Fidelity US Bond Index Fund N/A | — | — | — | $83K | <0.1% | |
| Vanguard Federal Money Market Fund N/A | — | — | — | $27K | <0.1% |