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Original filing (PDF)20251013001553NAL0000232979001
CHICAGO SUN-TIMES MEDIA, INC.
Form 5500
FILING_RECEIVED
CHICAGO SUN-TIMES MEDIA INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
147
Accounts w/ balance
375
Plan assets (EOY)
$50.9M
Net assets (EOY)
$50.9M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
86
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index" is 28% of plan.
- 47 bps in Schedule C fees — 193% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHICAGO SUN-TIMES MEDIA, INC..
Plan sponsor
Name
CHICAGO SUN-TIMES MEDIA, INC.
EIN
87-4304197
Address
848 E GRAND AVENUE 3RD FLOOR · CHICAGO, IL · 60611
Phone
(312) 321-3130
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
009
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
PLANTE MORAN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $23K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO LLC DBA CR | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $36K | — |
| MESIROW FINANCIAL INC | — | CHICAGO, IL | INVESTMENT ADVISOR | $24K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL INVESTMENT MANAGE | — | CHICAGO, IL | INVESTMENT MGMT | $156K | — |
Investments
28 direct securities· $50.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $14.2M | 28.0% | |
| State Street Aggregate Bond Index K | — | — | — | $9.8M | 19.3% | |
| Empower Annuity Insurance Company Benefit-responsive unallocated insurance contract - Guaranteed Income Fund | — | — | — | $8.8M | 17.3% | |
| Fidelity International Global Allocation | — | — | — | $3.8M | 7.6% | |
| Fidelity Small Cap Index | — | — | — | $2.5M | 4.8% | |
| Fidelity Mid Cap Index | — | — | — | $2.4M | 4.8% | |
| American Funds New World Rg6 | — | — | — | $1.9M | 3.7% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $1.6M | 3.1% | |
| BlackRock LifePath Index 2045 K | — | — | — | $1.4M | 2.7% | |
| Principal Equity Income Institutional | — | — | — | $1.1M | 2.1% | |
| BlackRock Inflation Protected Bond K | — | — | — | $393K | 0.8% | |
| Empower Trust Company, LLC BlackRock LifePath Index Retirement K | — | — | — | $366K | 0.7% | |
| PIMCO Income Institutional | — | — | — | $308K | 0.6% | |
| BlackRock LifePath Index 2050 K | — | — | — | $290K | 0.6% | |
| JPMorgan Small Cap Growth R6 | — | — | — | $281K | 0.6% | |
| American Funds American Balanced R6 | — | — | — | $260K | 0.5% | |
| BlackRock LifePath Index 2055 K | — | — | — | $254K | 0.5% | |
| BlackRock LifePath Index 2030 K | — | — | — | $245K | 0.5% | |
| BlackRock Total Return K | — | — | — | $226K | 0.4% | |
| MFS International Diversification R6 | — | — | — | $212K | 0.4% | |
| Participants Participant notes receivable - Bearing interest at rates ranging from 4.25 to 9.25 percent - | — | — | — | $195K | 0.4% | |
| Janus Henderson Triton N | — | — | — | $118K | 0.2% | |
| BlackRock LifePath Index 2060 K | — | — | — | $91K | 0.2% | |
| Parnassus Core Equity Institutional | — | — | — | $58K | 0.1% | |
| BlackRock Global Allocation K | — | — | — | $46K | <0.1% | |
| BlackRock LifePath Index 2065 K | — | — | — | $37K | <0.1% | |
| Goldman Sachs GQG Partners International Opps R6 | — | — | — | $34K | <0.1% | |
| BlackRock LifePath Index 2035 K | — | — | — | $13K | <0.1% |