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Original filing (PDF)20251015144623NAL0005178385001
AMERICAN RADIO TELEVISION CABLE, INC.
Form 5500
FILING_RECEIVED
AMERICAN RADIO TELEVISION 401(K) PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
315
Accounts w/ balance
223
Plan assets (EOY)
$19.0M
Net assets (EOY)
$19.0M
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)
88
/ 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
85
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index" is 30% of plan.
- 47 bps in Schedule C fees — 63% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN RADIO TELEVISION CABLE, INC..
Plan sponsor
Name
AMERICAN RADIO TELEVISION CABLE, INC.
EIN
56-2043596
Address
ONE TELEVISION PLACE · CHARLOTTE, NC · 28205
Phone
(704) 372-4434
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
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ELLIOTT DAVIS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | RECORDKEEPER | $24K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $45K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | — | HOUSTON, TX | CONTRACT ADMIN | $9K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADMINISTRATIVE FIDUCIARY SERVICES | — | FORT SMITH, AR | OTHER | $11K | — |
Investments
29 direct securities· $19.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $5.6M | 29.5% | |
| JP Morgan Large Cap Growth R6 | — | — | — | $2.0M | 10.8% | |
| Fidelity International Index | — | — | — | $1.9M | 10.2% | |
| Empower Annuity Insurance Company of America EI Fixed Account -- Series Class I | — | — | — | $1.5M | 8.1% | |
| Columbia Dividend Income Instl 3 | — | — | — | $1.5M | 7.7% | |
| JP Morgan Undiscovered Managers Behavioral Value R6 | — | — | — | $1.2M | 6.2% | |
| JP Morgan Core Bond R6 | — | — | — | $932K | 4.9% | |
| Fidelity Mid Cap Index | — | — | — | $764K | 4.0% | |
| American Funds New World R6 | — | — | — | $735K | 3.9% | |
| American Funds 2035 Trgt Date Retire R6 | — | — | — | $674K | 3.5% | |
| Janus Henderson Developed World Bond | — | — | — | $501K | 2.6% | |
| Principal Real Estate Securities FD R-6 | — | — | — | $430K | 2.3% | |
| Clearbridge Small Cap Growth IS | — | — | — | $295K | 1.5% | |
| American Funds 2055 Trgt Date Retire R6 | — | — | — | $136K | 0.7% | |
| Fidelity Small Cap Index | — | — | — | $116K | 0.6% | |
| American Funds 2045 Trgt Date Retire R6 | — | — | — | $116K | 0.6% | |
| American Funds 2050 Trgt Date Retire R6 | — | — | — | $85K | 0.4% | |
| American Funds 2030 Trgt Date Retire R6 | — | — | — | $82K | 0.4% | |
| American Funds 2060 Trgt Date Retire R6 | — | — | — | $81K | 0.4% | |
| American Funds 2040 Trgt Date Retire R6 | — | — | — | $76K | 0.4% | |
| American Funds 2025 Trgt Date Retire R6 | — | — | — | $64K | 0.3% | |
| American Funds 2015 Trgt Date Retire R6 | — | — | — | $56K | 0.3% | |
| Blackrock High Yield Bond Portfolio K | — | — | — | $25K | 0.1% | |
| American Funds 2020 Trgt Date Retire R6 | — | — | — | $12K | <0.1% | |
| American Funds 2065 Trgt Date Retire R6 ** 910 American Funds New Perspective R6 | — | — | — | $11K | <0.1% | |
| Blackrock Mid-Cap Growth Equity K | — | — | — | $11K | <0.1% | |
| First Eagle Global R6 | — | — | — | $7K | <0.1% | |
| MFS International Growth R6 ** 70 MFS Mid Cap Value R6 | — | — | — | $5K | <0.1% | |
| Janus Henderson Global Equity Income | — | — | — | $4K | <0.1% |