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Original filing (PDF)20251117102808NAL0002354624001
GFR MEDIA, LLC
Form 5500
FILING_RECEIVED
GFR MEDIA, LLC RETIREMENT SAVINGS PLAN FOR UNION EMPLOYEES
401(k) retirement plan
Signals · 1
Late filing · 0.1 mo
Active participants
122
Accounts w/ balance
258
Plan assets (EOY)
$16.2M
Net assets (EOY)
$16.2M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.1 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GFR MEDIA, LLC.
Plan sponsor
Name
GFR MEDIA, LLC
EIN
66-0274149
Address
POPULAR CENTER 19TH FLOOR · 208 PONCE DE LEON AVE · SAN JUAN, PR · 00918
Phone
(787) 274-1212
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2023
Plan year begin
2023-12-31
Tax period
2024-12-30
Filed
2025-11-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3C · Not intended to be qualified
Audit & trust (Schedule H)
Auditor
KEVANE THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL GROUP LLC | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $31K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWERADVISOR GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MNGT | $548 | — |
Investments
1 pooled fund· $1.1M(7% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PUTNAM LARGE CAP VALUE TRUST PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | $1.1M | 6.7% |