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Original filing (PDF)20251014092413NAL0001168275001
BACKSTAGE LIBRARY WORKS
Form 5500
FILING_RECEIVED
BACKSTAGE LIBRARY WORKS 401(K) PLAN
401(k) retirement plan
Active participants
148
Accounts w/ balance
143
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
How this plan invests
This plan
1 pooled trust
Schedule D
41 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 BACKSTAGE LIBRARY WORKS.
Plan sponsor
Name
BACKSTAGE LIBRARY WORKS
EIN
87-0616146
Address
25 E 1700 S · PROVO, UT · 84606
Phone
(800) 288-1265
Industry
Arts, Entertainment, Recreationsee 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
2025-10-14
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)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
SQUIRE & COMPANY PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $29K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $17K | — |
Investments
40 direct securities · 1 pooled fund· $7.9M(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
$7.6M
40 holdings
Common Collective Trust
$234K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stk Mkt Adm Registered investment company | — | — | — | $1.0M | 13.6% | |
| Cash ** 3 Vanguard Target Ret 2055 Registered investment company | — | — | — | $971K | 12.7% | |
| Vanguard Target Ret 2045 Registered investment company | — | — | — | $693K | 9.0% | |
| Vanguard Target Ret 2040 Registered investment company | — | — | — | $442K | 5.8% | |
| Vanguard Target Ret 2030 Registered investment company | — | — | — | $377K | 4.9% | |
| Neuberger Berman Genesis Registered investment company | — | — | — | $314K | 4.1% | |
| American Funds EuroPac Growth R6 Registered investment company | — | — | — | $301K | 3.9% | |
| American Funds Fundamental Investors R6 Registered investment company | — | — | — | $290K | 3.8% | |
| Vanguard Target Ret 2025 Registered investment company | — | — | — | $278K | 3.6% | |
| Vanguard Target Ret 2050 Registered investment company | — | — | — | $277K | 3.6% | |
| Vanguard Target Ret 2035 Registered investment company | — | — | — | $246K | 3.2% | |
| Fidelity Managed Income Portfolio Class 1 Collective trust fund | — | — | — | $234K | 3.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $234K | 3.1% | |
| JP Morgan Core Bond R6 Registered investment company | — | — | — | $233K | 3.0% | |
| Ivy Science & Technology Registered investment company | — | — | — | $219K | 2.9% | |
| American Funds Growth Fund of America R6 Registered investment company | — | — | — | $169K | 2.2% | |
| Fidelity 500 Index Registered investment company | — | — | — | $152K | 2.0% | |
| JP Morgan High Yield R6 Registered investment company | — | — | — | $143K | 1.9% | |
| Pimco Low Duration Admin Registered investment company | — | — | — | $135K | 1.8% | |
| American Funds New Perspective R6 Registered investment company | — | — | — | $132K | 1.7% | |
| Virtus Ceredex Mid-Cap Value Equity I Registered investment company | — | — | — | $121K | 1.6% | |
| American Funds WAMU Investors R6 Registered investment company | — | — | — | $95K | 1.2% | |
| Vanguard Small-Cap Value Index Registered investment company | — | — | — | $94K | 1.2% | |
| Glenmede Small Cap Equity Registered investment company | — | — | — | $83K | 1.1% | |
| Templeton Global Bond R6 Registered investment company | — | — | — | $78K | 1.0% | |
| Invesco Mid Cap R6 Registered investment company | — | — | — | $77K | 1.0% | |
| Fidelity Mid-Cap Index Ins Registered investment company | — | — | — | $76K | 1.0% | |
| Fidelity Emerging Markets Index Adv Registered investment company | — | — | — | $56K | 0.7% | |
| Vanguard REIT Inc. Registered investment company | — | — | — | $55K | 0.7% | |
| American Funds Balanced R6 Registered investment company | — | — | — | $49K | 0.6% | |
| Vanguard Target Ret 2020 Registered investment company | — | — | — | $46K | 0.6% | |
| Nuveen Small Cap Sel Registered investment company | — | — | — | $39K | 0.5% | |
| Notes Receivable from Participants Rate of interest 4.25 - 9.00% - | — | — | — | $33K | 0.4% | |
| Vanguard Small Cap Growth Index Registered investment company | — | — | — | $24K | 0.3% | |
| Janus Henderson Trinton Fund N Registered investment company | — | — | — | $23K | 0.3% | |
| BlackRock Low Duration I Registered investment company | — | — | — | $15K | 0.2% | |
| Undiscovered Managers Bahevioral Value R6 Registered investment company | — | — | — | $11K | 0.1% | |
| Invesco Oppenheimer International Growth R6 Registered investment company | — | — | — | $9K | 0.1% | |
| American Century Mid Cap Value R6 Registered investment company | — | — | — | $6K | <0.1% | |
| Vanguard Small Cap IDX Adm Registered investment company | — | — | — | $3K | <0.1% | |
| Invesco Divrs Div Registered investment company | — | — | — | $1K | <0.1% |
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