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Original filing (PDF)20251009104412NAL0003827843001
ALBUQUERQUE PUBLISHING COMPANY
Form 5500
FILING_RECEIVED
ALBUQUERQUE PUBLISHING COMPANY 401(K) PLAN
401(k) retirement plan
Active participants
144
Accounts w/ balance
185
Plan assets (EOY)
$27.0M
Net assets (EOY)
$27.0M
How this plan invests
This plan
5 pooled trusts
Schedule D
27 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
Helping the score
- Below-peer total fees (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALBUQUERQUE PUBLISHING COMPANY.
Plan sponsor
Name
ALBUQUERQUE PUBLISHING COMPANY
EIN
85-0377498
Address
7777 JEFFERSON STREET NE · ALBUQUERQUE, NM · 87109
Phone
(505) 823-3210
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
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
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, 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, CO | RECORDKEEPER | — | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | — | JERSEY CITY, NJ | INVESTMENT ADVISOR | $33K | — |
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGER | $10K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION PLANNING CONSULTANTS | — | ALBUQUERQUE, NM | CONTRACT ADMINISTRATOR | $11K | — |
Investments
24 direct securities · 5 pooled funds· $27.3M(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
$26.3M
24 holdings
Common Collective Trust
$770K
4 holdings
Pooled Separate Account
$296K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Wellington Registered Investment Company | — | — | — | $4.3M | 16.0% | |
| Vanguard Primecap Fund - Admiral Registered Investment Company | — | — | — | $4.1M | 15.0% | |
| Fidelity 500 Index Registered Investment Company | — | — | — | $3.9M | 14.5% | |
| of December 31, 2024 | — | — | — | $3.9M | 14.3% | |
| Vanguard Target Retirement 2035 Registered Investment Company | — | — | — | $1.9M | 7.1% | |
| Fidelity International Index Registered Investment Company | — | — | — | $1.4M | 5.2% | |
| Vanguard Windsor II Fund - Admiral Registered Investment Company | — | — | — | $1.4M | 5.1% | |
| Vanguard Target Retirement 2030 Registered Investment Company | — | — | — | $1.0M | 3.8% | |
| Fidelity Mid Cap Index Registered Investment Company | — | — | — | $1.0M | 3.8% | |
| CORE BOND FUND CLASS R1 GREAT GRAY · EIN 82-1986152 / PN 000 | Common Collective Trust | — | — | $632K | 2.3% | |
| Vanguard Target Retirement 2045 Registered Investment Company | — | — | — | $470K | 1.7% | |
| Fidelity US Bond Index Registered Investment Company | — | — | — | $455K | 1.7% | |
| Vanguard Target Retirement 2020 Registered Investment Company | — | — | — | $420K | 1.6% | |
| Vanguard Target Retirement 2040 Registered Investment Company | — | — | — | $358K | 1.3% | |
| Vanguard Target Retirement Income Registered Investment Company | — | — | — | $308K | 1.1% | |
| LARGE CAP GROWTH/JP MORGAN INVSTMGM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $296K | 1.1% | |
| Vanguard Target Retirement 2025 Registered Investment Company | — | — | — | $285K | 1.1% | |
| Vanguard Target Retirement 2050 Registered Investment Company | — | — | — | $280K | 1.0% | |
| Vanguard Target Retirement 2055 Registered Investment Company | — | — | — | $171K | 0.6% | |
| maturing through December 2029 0 | — | — | — | $168K | 0.6% | |
| Vanguard Target Retirement 2060 Registered Investment Company | — | — | — | $125K | 0.5% | |
| Fidelity Small Cap Index Registered Investment Company | — | — | — | $109K | 0.4% | |
| LORD ABBETT HIGH YIELD CORD TR II LORD, ABBETT & CO. · EIN 27-2353546 / PN 000 | Common Collective Trust | — | — | $90K | 0.3% | |
| American Funds New World Registered Investment Company | — | — | — | $75K | 0.3% | |
| Vanguard Target Retirement 2065 Registered Investment Company | — | — | — | $61K | 0.2% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $48K | 0.2% | |
| Empower Real Estate Index Registered Investment Company | — | — | — | $31K | 0.1% | |
| Vanguard Target Retirement 2070 Registered Investment Company | — | — | — | $1K | <0.1% | |
| PUTNAME LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 27-3639536 / PN 275 | Common Collective Trust | — | — | $0 | <0.1% |