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Original filing (PDF)20251223105945NAL0005837667001
H CODE MEDIA, INC.
Form 5500
FILING_RECEIVED
H CODE MEDIA 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 1.2 mo
Active participants
160
Accounts w/ balance
242
Plan assets (EOY)
$15.8M
Net assets (EOY)
$15.8M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
95
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.2 months past the 10.5-month grace window.
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for H CODE MEDIA, INC..
Plan sponsor
Name
H CODE MEDIA, INC.
EIN
90-1183771
Address
401 WILSHIRE BOULEVARD SUITE 920 · SANTA MONICA, CA · 90401
Phone
(313) 300-2131
Industry
Professional & Technical Servicessee 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
2025-12-23
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $22K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $36K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $285 | — |
Investments
25 direct securities · 1 pooled fund· $15.8M(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
$15.7M
25 holdings
Common Collective Trust
$44K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Freedom Index 2035 Instl Prem | — | — | — | $2.7M | 17.1% | |
| Fidelity Investments Fidelity Freedom Index 2040 Instl Prem | — | — | — | $2.1M | 13.5% | |
| Empower Annuity Insurance Company of America Apex Guaranteed Fixed Interest Fund Y | — | — | — | $1.9M | 12.2% | |
| Fidelity Investments Fidelity Freedom Index 2050 Instl Prem | — | — | — | $1.9M | 11.9% | |
| Fidelity Investments Fidelity Freedom Index 2045 Instl Prem | — | — | — | $1.7M | 11.1% | |
| Fidelity Investments Fidelity Freedom Index 2025 Instl Prem | — | — | — | $1.6M | 10.0% | |
| Fidelity Investments Fidelity Freedom Index 2055 Instl Prem | — | — | — | $1.0M | 6.6% | |
| Fidelity Investments Fidelity Freedom Index 2030 Instl Prem | — | — | — | $976K | 6.2% | |
| Fidelity Investments Fidelity 500 Index | — | — | — | $612K | 3.9% | |
| Fidelity Investments Fidelity Freedom Index 2020 Instl Prem | — | — | — | $585K | 3.7% | |
| Fidelity Investments Fidelity Freedom Index 2060 Instl Prem | — | — | — | $196K | 1.2% | |
| Participant Loans to participants, bearing interest from 5.25% to 9.50% | — | — | — | $124K | 0.8% | |
| JPMorgan U.S. Value R6 | — | — | — | $66K | 0.4% | |
| Fidelity Investments Fidelity International Index | — | — | — | $52K | 0.3% | |
| Fidelity Investments Fidelity Small Cap Growth Index | — | — | — | $51K | 0.3% | |
| AB US LARGE CAP GROWTH CIT FEE CLAS GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $44K | 0.3% | |
| Fidelity Investments Fidelity Freedom Index Income Instl Prem | — | — | — | $38K | 0.2% | |
| Fidelity Investments Fidelity US Bond Index | — | — | — | $12K | <0.1% | |
| Fidelity Investments Fidelity Freedom Index 2065 Instl Prem | — | — | — | $11K | <0.1% | |
| Fidelity Investments Fiedlity Mid Cap Index | — | — | — | $6K | <0.1% | |
| Fidelity Investments Fidelity Advisor Focused Emerging Market Z | — | — | — | $4K | <0.1% | |
| Fidelity Investments Fidelity Small Cap Index | — | — | — | $3K | <0.1% | |
| MFS International Diversification R6 | — | — | — | $2K | <0.1% | |
| Lord Abbett Lord Abbett Bond Debenture R6 | — | — | — | $1K | <0.1% | |
| Fidelity Investments Fidelity Total Bond K6 | — | — | — | $1K | <0.1% | |
| Dimensional Fund Advisors DFA US Targeted Value I | — | — | — | $1K | <0.1% |
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