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Original filing (PDF)20251015084055NAL0004091537001
EVENING POST PUBLISHING, INC.
Form 5500
FILING_RECEIVED
EVENING POST PUBLISHING, INC. EMPLOYEE RETIREMENT PLAN
401(k) retirement plan
Signals · 1
45% in single holding
Active participants
312
Accounts w/ balance
997
Plan assets (EOY)
$54.4M
Net assets (EOY)
$54.4M
How this plan invests
This plan
3 pooled trusts
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
77
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Evening Post Publishing Group 57-1047734 94.80%" is 45% of plan.
- 26 bps in Schedule C fees — 62% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVENING POST PUBLISHING, INC..
Plan sponsor
Name
EVENING POST PUBLISHING, INC.
EIN
87-2154096
Address
148 WILLIMAN STREET · CHARLESTON, SC · 29403
Phone
(843) 937-5777
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $101K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLTH ADVISORY SERVICES, LLC | 47-1411118 | — | INVESTMENT ADVISOR | $13K | — |
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411111 | — | CONSULTANT | $13K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS | 44-0160260 | — | AUDITOR | $16K | — |
Investments
31 direct securities · 3 pooled funds· $101.4M(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
$98.2M
30 holdings
Pooled Separate Account
$2.1M
1 holding
Mutual Funds
$984K
1 holding
Common Collective Trust
$119K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Evening Post Publishing Group 57-1047734 94.80% | — | — | — | $51.1M | 93.9% | |
| American Funds Target Date Retirement 2030 | — | — | — | $7.0M | 12.8% | |
| American Funds Target Date Retirement 2040 | — | — | — | $5.2M | 9.6% | |
| American Funds Target Date Retirement 2025 | — | — | — | $5.0M | 9.2% | |
| American Funds Target Date Retirement 2035 | — | — | — | $4.0M | 7.4% | |
| American Funds Target Date Retirement 2045 | — | — | — | $3.5M | 6.5% | |
| Vanguard Total Bond Market Index | — | — | — | $3.5M | 6.4% | |
| BlackRock S&P 500 Index | — | — | — | $3.4M | 6.2% | |
| American Funds Target Date Retirement 2020 | — | — | — | $2.7M | 5.0% | |
| NEW YORK LIFE ANCHOR (35) NYL · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $2.1M | 3.9% | |
| American Funds Target Date Retirement 2055 | — | — | — | $2.0M | 3.8% | |
| Vanguard Total International Stock Index | — | — | — | $1.7M | 3.2% | |
| Fidelity Equity Growth | — | — | — | $1.4M | 2.6% | |
| Dimensional US Vector Equity | — | — | — | $1.2M | 2.3% | |
| American Funds Target Date Retirement 2010 | Mutual Funds | — | — | $984K | 1.8% | |
| Hartford Equity Income | — | — | — | $904K | 1.7% | |
| American Funds Target Date Retirement 2060 | — | — | — | $797K | 1.5% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $775K | 1.4% | |
| American Funds Target Date Retirement 2015 | — | — | — | $679K | 1.2% | |
| Dimensional International Value | — | — | — | $434K | 0.8% | |
| Dimensional DFA Intl Val I | — | — | — | $434K | 0.8% | |
| maturing through November 2029 | — | — | — | $410K | 0.8% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $410K | 0.8% | |
| Calvert Balanced I | — | — | — | $253K | 0.5% | |
| Fidelity Total Balanced | — | — | — | $230K | 0.4% | |
| Vanguard Small Cap Index Admiral | — | — | — | $217K | 0.4% | |
| American Funds Target Date Retirement 2065 | — | — | — | $209K | 0.4% | |
| Dimensional US Targeted Value | — | — | — | $189K | 0.3% | |
| JP Morgan Small Cap Growth | — | — | — | $128K | 0.2% | |
| Self-Directed Brokerage Account Charles Schwab Personal Choice | — | — | — | $125K | 0.2% | |
| Wilmington Trust Janus Henderson Intl Alpha Eq III | — | — | — | $102K | 0.2% | |
| JANUS HENDERSON INTL ALPHA EQ III WILMINGTON TRUST · EIN 38-7275329 / PN 001 | Common Collective Trust | — | — | $102K | 0.2% | |
| Interest Bearing Cash * State Street Bank & Trust Co. Cash Reserve Account | — | — | — | $48K | <0.1% | |
| MID CAP GROWTH II CLASS R1 WILMINGTON TRUST · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $17K | <0.1% |
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