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Original filing (PDF)20251013153215NAL0003388834001
DISH NETWORK CORPORATION
Form 5500
FILING_RECEIVED
DISH NETWORK CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
11,903
Accounts w/ balance
16,508
Plan assets (EOY)
$1.6B
Net assets (EOY)
$1.6B
How this plan invests
This plan
29 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 7 bps in Schedule C fees — modestly above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DISH NETWORK CORPORATION.
Plan sponsor
Name
DISH NETWORK CORPORATION
EIN
88-0336997
Address
9601 SOUTH MERIDIAN BOULEVARD · ENGLEWOOD, CO · 80112
Phone
(866) 395-8083
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
2025-10-13
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)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BONADIO & CO, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $952K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $100K | — |
| COOK STREET CONSULTING | 84-0854432 | — | INVESTMENT ADVISOR | $57K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY CAPITAL MANAGEMENT | 11-3658445 | — | PLAN SPONSOR | $20K | — |
Investments
20 direct securities · 29 pooled funds· $1.7B(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
$924.2M
20 holdings
Common Collective Trust
$765.1M
29 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund - Institutional Class Mutual fund | — | — | — | $204.9M | 12.5% | |
| JP Morgan Large Cap Growth Fund Class R6 Mutual fund | — | — | — | $163.6M | 10.0% | |
| TRP RET BLEND 2035 C T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $107.9M | 6.6% | |
| Fidelity Contrafund K6 Mutual fund | — | — | — | $105.2M | 6.4% | |
| TRP RET BLEND 2030 C T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $104.3M | 6.4% | |
| TRP RET BLEND 2040 C T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $102.0M | 6.2% | |
| TRP RET BLEND 2045 C T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $99.1M | 6.0% | |
| TRP RET BLEND 2050 C T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $91.1M | 5.6% | |
| TRP RET BLEND 2055 C T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $66.1M | 4.0% | |
| EchoStar Corporation Common stock | — | — | — | $57.0M | 3.5% | |
| American Funds EuroPacific Growth Fund R6 Mutual fund | — | — | — | $52.8M | 3.2% | |
| Putnam Large Cap Value Fund Common collective trust | — | — | — | $50.7M | 3.1% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST CO · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $50.7M | 3.1% | |
| TRP RET BLEND 2025 C T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $49.5M | 3.0% | |
| TRP RET BLEND 2060 C T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $38.4M | 2.3% | |
| Self-directed brokerage Self-directed brokerage account | — | — | — | $35.2M | 2.1% | |
| Fidelity Extended Market Index Fund - Premium Class Mutual fund | — | — | — | $34.8M | 2.1% | |
| Fidelity Small Cap Growth K6 Fund Mutual fund | — | — | — | $32.5M | 2.0% | |
| Vanguard Treasury Money Market Mutual fund | — | — | — | $31.0M | 1.9% | |
| Fidelity Total Bond K6 Fund Mutual fund | — | — | — | $29.6M | 1.8% | |
| Empower Guaranteed Income Fund Annuity contract | — | — | — | $24.4M | 1.5% | |
| and various maturity dates through 2041 | — | — | — | $21.2M | 1.3% | |
| TRP RET BLEND 2020 C T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $19.2M | 1.2% | |
| American Century Small Cap Value Fund Investor Class Common collective trust | — | — | — | $18.2M | 1.1% | |
| AM CENT SM CAP VAL SEI TRUST COMPANY · EIN 27-0573048 / PN 019 | Common Collective Trust | — | — | $18.2M | 1.1% | |
| Fidelity International Index Fund - Premium Class Mutual fund | — | — | — | $16.5M | 1.0% | |
| Fidelity U.S. Bond Index Fund Mutual fund | — | — | — | $14.0M | 0.9% | |
| John Hancock Funds Disciplined Value Mid Cap Fund Class R6 Mutual fund | — | — | — | $12.2M | 0.7% | |
| Janus Henderson Enterprise Fund Class N Mutual fund | — | — | — | $8.4M | 0.5% | |
| Pimco High Yield Institutional Class Mutual fund | — | — | — | $8.0M | 0.5% | |
| TRP RET BLEND 2065 C T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $7.2M | 0.4% | |
| TRP RET BLEND 2015 C T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $5.2M | 0.3% | |
| Fidelity Inflation Protected Bond Fund Mutual fund | — | — | — | $3.9M | 0.2% | |
| TRP RET BLEND 2010 C T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $3.9M | 0.2% | |
| TRP RET BLEND 2005 C T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $2.2M | 0.1% | |
| FID FRDM 2010 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 197 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM 2035 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 202 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM 2060 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 207 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM 2040 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 203 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INC CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 195 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM 2065 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 208 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM 2045 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 204 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM 2030 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 201 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM 2025 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 200 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM 2055 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 206 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM 2020 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 199 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM 2005 CP F FIAM TRUST COMPANY · EIN 20-4659714 / PN 196 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM 2050 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 205 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM 2015 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 198 | Common Collective Trust | — | — | $0 | <0.1% |