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Original filing (PDF)20251008171347NAL0009821888001
VIZ MEDIA, LLC
Form 5500
FILING_RECEIVED
VIZ MEDIA, LLC 401(K) PLAN
401(k) retirement plan
Active participants
183
Accounts w/ balance
293
Plan assets (EOY)
$37.5M
Net assets (EOY)
$37.5M
How this plan invests
This plan
1 pooled trust
Schedule D
26 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 VIZ MEDIA, LLC.
Plan sponsor
Name
VIZ MEDIA, LLC
EIN
82-0568946
Address
1355 MARKET STREET SUITE 200 · SAN FRANCISCO, CA · 94103
Phone
(415) 546-7073
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
2025-10-08
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
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WITHUM SMITH & BROWN PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE INSURANCE CO | 13-5570651 | — | RECORDKEEPER | $81K | — |
Investments
26 direct securities · 1 pooled fund· $73.6M(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.
Uncategorized
$37.4M
26 holdings
Pooled Separate Account
$36.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| POOLED SEPARATE ACCOUNT EQUITABLE · EIN 13-5570651 / PN 065 | Pooled Separate Account | — | — | $36.2M | 96.3% | |
| Vanguard | — | — | — | $4.0M | 10.8% | |
| JPMorgan | — | — | — | $4.0M | 10.6% | |
| American Funds | — | — | — | $3.0M | 7.9% | |
| Vanguard | — | — | — | $2.9M | 7.7% | |
| American Funds | — | — | — | $2.5M | 6.8% | |
| American Funds | — | — | — | $2.3M | 6.1% | |
| Vanguard | — | — | — | $2.1M | 5.6% | |
| American Funds | — | — | — | $2.0M | 5.4% | |
| American Funds | — | — | — | $2.0M | 5.3% | |
| Fidelity | — | — | — | $1.7M | 4.6% | |
| American Funds | — | — | — | $1.6M | 4.3% | |
| Invesco | — | — | — | $1.5M | 4.1% | |
| American Funds | — | — | — | $1.4M | 3.7% | |
| Equitable | — | — | — | $1.2M | 3.1% | |
| DFA | — | — | — | $1.2M | 3.1% | |
| Columbia | — | — | — | $911K | 2.4% | |
| Federated Hermes | — | — | — | $771K | 2.1% | |
| American Funds | — | — | — | $508K | 1.4% | |
| Vanguard | — | — | — | $442K | 1.2% | |
| American Funds | — | — | — | $439K | 1.2% | |
| Fidelity | — | — | — | $265K | 0.7% | |
| DFA | — | — | — | $216K | 0.6% | |
| Invesco | — | — | — | $124K | 0.3% | |
| American Funds | — | — | — | $104K | 0.3% | |
| Notes Receivable from Participants | — | — | — | $101K | 0.3% | |
| Equitable | — | — | — | $86K | 0.2% |
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