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Original filing (PDF)20251015154403NAL0005027249001
THIRTY MADISON, INC.
Form 5500
FILING_RECEIVED
THIRTY MADISON 401(K) PLAN
401(k) retirement plan
Active participants
520
Accounts w/ balance
674
Plan assets (EOY)
$24.8M
Net assets (EOY)
$24.8M
How this plan invests
This plan
13 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 57 bps in Schedule C fees — 95% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THIRTY MADISON, INC..
Plan sponsor
Name
THIRTY MADISON, INC.
EIN
81-3709209
Address
183 MADISON AVENUE · 6TH FLOOR · NEW YORK, NY · 10016
Phone
(212) 498-8961
Industry
Offices of Physicians· Health Care & Social Assistancesee 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)
2X · Other multiple-employer DC plan
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
SENSIBA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $60K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $47K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACUFF & ASSOCIATES INC | — | BRENTWOOD, TN | CONTRACT ADMIN | $42K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARES RETIREMENT PLAN SERVICES LLC | — | MEMPHIS, TN | OTHER | -$8K | — |
Investments
19 direct securities · 13 pooled funds· $24.7M(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.
Common Collective Trust
$16.6M
13 holdings
Uncategorized
$8.1M
19 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T ROWE PRICE RET BLEND SELCT 2055 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $5.4M | 21.7% | |
| T ROWE PRICE RET BLEND SELCT 2050 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $5.2M | 21.0% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $3.8M | 15.3% | |
| T ROWE PRICE RET BLEND SELCT 2045 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $2.9M | 11.5% | |
| T ROWE PRICE RET BLEND SELCT 2060 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $1.2M | 4.7% | |
| T ROWE PRICE RET BLEND SELCT 2040 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $609K | 2.5% | |
| MFS International Diversification Fund Class R6 Mutual Fund | — | — | — | $560K | 2.3% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $548K | 2.2% | |
| FRS PUTNAM LARGE CAP VALUE FUND CLA GREAT GRAY · EIN 38-4065329 / PN 000 | Common Collective Trust | — | — | $497K | 2.0% | |
| Fidelity Advisor Growth Opportunities Fund Class Z Mutual Fund | — | — | — | $468K | 1.9% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $416K | 1.7% | |
| JPMorgan Large Cap Growth Fund Class R6 Mutual Fund | — | — | — | $409K | 1.6% | |
| PIMCO Income Fund Institutional Class Mutual Fund | — | — | — | $392K | 1.6% | |
| American Funds New World R6 Mutual Fund | — | — | — | $336K | 1.4% | |
| T ROWE PRICE RET BLEND SELCT 2035 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $323K | 1.3% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $200K | 0.8% | |
| Fidelity Advisor Value Fund Class Z Mutual Fund | — | — | — | $186K | 0.7% | |
| Ei Fixed Account - Series Class V Fixed Annuity | — | — | — | $179K | 0.7% | |
| T ROWE PRICE RET BLEND SELCT 2030 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $171K | 0.7% | |
| Putnam Global Technology Fund Class R6 Shares Mutual Fund | — | — | — | $153K | 0.6% | |
| SMALL CAP VALUE FUND II FEE CLASS R GREAT GRAY · EIN 38-4126250 / PN 000 | Common Collective Trust | — | — | $136K | 0.5% | |
| American Funds The Bond Fund of America Class R-6 Mutual Fund | — | — | — | $134K | 0.5% | |
| American Funds New Perspective R6 Mutual Fund | — | — | — | $126K | 0.5% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $108K | 0.4% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 000 | Common Collective Trust | — | — | $91K | 0.4% | |
| BlackRock Health Sciences Opportunities Portfolio Class K Mutual Fund | — | — | — | $88K | 0.4% | |
| PGIM Global Real Estate Fund- Class R6 Mutual Fund | — | — | — | $63K | 0.3% | |
| American Funds American Balanced R6 Mutual Fund | — | — | — | $47K | 0.2% | |
| T ROWE PRICE RET BLEND SELCT 2065 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $25K | <0.1% | |
| PGIM Jennison International Opportunities Fund- Class R6 Mutual Fund | — | — | — | $12K | <0.1% | |
| American Funds Inflation Linked Bond R6 Mutual Fund | — | — | — | $10K | <0.1% | |
| FRS WESTERN ASSET CORE BOND CIT G1 GREAT GRAY · EIN 82-4391232 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
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