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Original filing (PDF)20250729160642NAL0001771011001
NRG MEDIA, LLC
Form 5500
FILING_RECEIVED
NRG MEDIA, LLC 401(K) PLAN
401(k) retirement plan
Active participants
191
Accounts w/ balance
247
Plan assets (EOY)
$12.3M
Net assets (EOY)
$12.3M
How this plan invests
This plan
27 pooled trusts
Schedule D
43 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 NRG MEDIA, LLC.
Plan sponsor
Name
NRG MEDIA, LLC
EIN
56-2501807
Address
1065 N CENTER POINT ROAD · HIAWATHA, IA · 52233
Phone
(319) 860-0300
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
2025-07-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DAHM, KNAPP & ASSOCIATES, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $5K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DAHM, KNAPP & ASSOCIATES, PC | 84-4130791 | — | AUDITOR | $24K | — |
Investments
18 direct securities · 27 pooled funds· $20.6M(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.
Pooled Separate Account
$10.9M
27 holdings
Uncategorized
$9.7M
18 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Transamerica Partners Stock Index* | — | — | — | $2.4M | 19.8% | |
| TRANSAMERICA PTNR STOCK IDX RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $2.4M | 19.8% | |
| Transamerica Life Ins Co Transamerica Stbl Val Core Op | — | — | — | $1.2M | 9.9% | |
| Transamerica Life Ins Co Transamerica SC 2025 JPM Ret Opt | — | — | — | $940K | 7.7% | |
| TRANSAMERICA FF 2025 AC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 654 | Pooled Separate Account | — | — | $940K | 7.7% | |
| AMERICAN FDS NEW PRSPCTV RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 259 | Pooled Separate Account | — | — | $886K | 7.2% | |
| Transamerica JP Morgan Equity Income* 709 Transamerica JP Morgan Large Cap Growth* | — | — | — | $886K | 7.2% | |
| JPMORGAN LG CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 585 | Pooled Separate Account | — | — | $886K | 7.2% | |
| Transamerica Life Ins Co Transamerica SC 2030 JPM Ret Opt | — | — | — | $879K | 7.2% | |
| TRANSAMERICA FF 2030 AC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 655 | Pooled Separate Account | — | — | $879K | 7.2% | |
| Transamerica Life Ins Co State Street Russell Sm cp Idx Opt | — | — | — | $707K | 5.8% | |
| STATE STREET RUSSELL SM CP IDX OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $707K | 5.8% | |
| LOOMIS SAYLES BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 150 | Pooled Separate Account | — | — | $675K | 5.5% | |
| Transamerica FutureFocus 2035 with American Century* | — | — | — | $576K | 4.7% | |
| TRANSAMERICA FF 2035 AC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 656 | Pooled Separate Account | — | — | $576K | 4.7% | |
| Transamerica FutureFocus 2040 with American Century* | — | — | — | $552K | 4.5% | |
| TRANSAMERICA FF 2040 AC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 657 | Pooled Separate Account | — | — | $552K | 4.5% | |
| MACQUARIE MID CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 515 | Pooled Separate Account | — | — | $445K | 3.6% | |
| Transamerica Life Ins Co Transamerica SC 2055 JPM Ret Opt | — | — | — | $398K | 3.2% | |
| TRANSAMERICA FF 2055 AC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 660 | Pooled Separate Account | — | — | $398K | 3.2% | |
| Transamerica FutureFocus 2045 with American Century* | — | — | — | $312K | 2.5% | |
| TRANSAMERICA FF 2045 AC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 658 | Pooled Separate Account | — | — | $312K | 2.5% | |
| BLACKROCK MID CAP DIVIDEND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 214 | Pooled Separate Account | — | — | $216K | 1.8% | |
| Transamerica Life Ins Co Transamerica SC 2060 JPM Ret Opt | — | — | — | $214K | 1.7% | |
| TRANSAMERICA FF 2060 AC RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 091 | Pooled Separate Account | — | — | $214K | 1.7% | |
| TA VANGUARD REAL ESTATE INDEX OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $211K | 1.7% | |
| Transamerica Life Ins Co Transamerica SC 2050 JPM Ret Opt | — | — | — | $169K | 1.4% | |
| TRANSAMERICA FF 2050 AC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 659 | Pooled Separate Account | — | — | $169K | 1.4% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $117K | 1.0% | |
| JANUS HENDERSON BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 231 | Pooled Separate Account | — | — | $91K | 0.7% | |
| Transamerica DFA U.S. Targeted Value Portfolio* | — | — | — | $86K | 0.7% | |
| DFA U.S. TRGTED VAL PRTF RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 527 | Pooled Separate Account | — | — | $86K | 0.7% | |
| BLACKROCK HIGH YIELD BD PRTF RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 757 | Pooled Separate Account | — | — | $86K | 0.7% | |
| Transamerica State Street S&P Mid Cap Index* | — | — | — | $75K | 0.6% | |
| STATE STREET S&P MD CP IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $75K | 0.6% | |
| Transamerica State Street Russell Small Cap Growth Index* | — | — | — | $55K | 0.4% | |
| STATE STREET RUSSELL SM CP GR IDX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 121 | Pooled Separate Account | — | — | $55K | 0.4% | |
| Transamerica FutureFocus with American Century* | — | — | — | $52K | 0.4% | |
| TRANSAMERICA FF RETD AC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 661 | Pooled Separate Account | — | — | $52K | 0.4% | |
| Transamerica FutureFocus 2065 with American Century* | — | — | — | $5K | <0.1% | |
| TRANSAMERICA FF 2065 AC RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 446 | Pooled Separate Account | — | — | $5K | <0.1% | |
| JPMORGAN EQ INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 584 | Pooled Separate Account | — | — | $709 | <0.1% | |
| INVESCO GLBL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 216 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MORGAN STANLEY GR OPP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 167 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VIRTUS CEREEX MD-CP VL EQ RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 302 | Pooled Separate Account | — | — | $0 | <0.1% |
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