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Original filing (PDF)20250919084111NAL0002299697001
ACTIVE INTEREST MEDIA HOLDCO, INC.
Form 5500
FILING_RECEIVED
ACTIVE INTEREST MEDIA 401(K) PLAN
401(k) retirement plan
Active participants
214
Accounts w/ balance
271
Plan assets (EOY)
$17.4M
Net assets (EOY)
$17.4M
How this plan invests
This plan
26 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
- 73 bps in Schedule C fees — 151% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACTIVE INTEREST MEDIA HOLDCO, INC..
Plan sponsor
Name
ACTIVE INTEREST MEDIA HOLDCO, INC.
EIN
84-3850546
Address
2143 GRAND AVENUE · DES MOINES, IA · 50312
Phone
(515) 875-7475
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
2025-09-19
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN AND VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $72K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $39K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOLTHOUSE CARLIN & VAN TRIGT LLP | — | PASADENA, CA | AUDITOR | $15K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $917 | — |
Investments
26 direct securities· $12.7M(73% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $1.5M | 8.5% | |
| BlackRock Total Return Fund Mutual Fund | — | — | — | $1.4M | 7.9% | |
| BlackRock Lifepath Index 2040 Fund Asset Allocation Mutual Fund | — | — | — | $1.0M | 6.0% | |
| American Funds Growth Fund of America Mutual Fund | — | — | — | $975K | 5.6% | |
| Fully benefit-responsive investment contract * MassMutual Diversified SAGIC II Fund Guaranteed Interest Contract | — | — | — | $974K | 5.6% | |
| American Funds EuroPacific Growth Fund Mutual Fund | — | — | — | $879K | 5.0% | |
| Allspring Special Mid Cap Value Fund Mutual Fund | — | — | — | $839K | 4.8% | |
| BlackRock Lifepath Index 2050 Fund Asset Allocation Mutual Fund | — | — | — | $790K | 4.5% | |
| BlackRock Lifepath Index 2030 Fund Asset Allocation Mutual Fund | — | — | — | $653K | 3.8% | |
| BlackRock Lifepath Index 2045 Fund Asset Allocation Mutual Fund | — | — | — | $479K | 2.8% | |
| BlackRock Lifepath Index 2055 Fund Asset Allocation Mutual Fund | — | — | — | $459K | 2.6% | |
| Franklin Small Cap Value Fund Mutual Fund | — | — | — | $448K | 2.6% | |
| BlackRock Lifepath Index 2035 Fund Asset Allocation Mutual Fund | — | — | — | $421K | 2.4% | |
| BlackRock Lifepath Index 2025 Fund Asset Allocation Mutual Fund | — | — | — | $364K | 2.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $324K | 1.9% | |
| American Funds American Balanced Fund Mutual Fund | — | — | — | $263K | 1.5% | |
| Columbia Dividend Income Fund Mutual Fund | — | — | — | $248K | 1.4% | |
| Fidelity Total International Index Fund Mutual Fund | — | — | — | $155K | 0.9% | |
| BlackRock Lifepath Index 2060 Fund Asset Allocation Mutual Fund | — | — | — | $151K | 0.9% | |
| Fidelty Small Cap Index Fund Mutual Fund | — | — | — | $135K | 0.8% | |
| BlackRock Lifepath Index Retirement Fund Asset Allocation Mutual Fund | — | — | — | $81K | 0.5% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $55K | 0.3% | |
| MFS Mid Cap Growth Fund Mutual Fund | — | — | — | $36K | 0.2% | |
| Vanguard Inflation-Protected Securities Fund Mutual Fund | — | — | — | $12K | <0.1% | |
| Clearbridge Small Cap Growth Fund Mutual Fund | — | — | — | $7K | <0.1% | |
| Investments * MassMutual U.S. Government Money Market Fund Money Market Fund | — | — | — | $2K | <0.1% |