Back to filter
Original filing (PDF)20251029114122NAL0001588658001
BLACKSTONE AUDIO
Form 5500
FILING_RECEIVED
BLACKSTONE AUDIO 401K PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
224
Accounts w/ balance
227
Plan assets (EOY)
$15.0M
Net assets (EOY)
$15.0M
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)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "VAN TARGET RETIRE 2040" is 30% of plan.
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLACKSTONE AUDIO.
Plan sponsor
Name
BLACKSTONE AUDIO
EIN
93-1060262
Address
31 MISTLETOE ROAD · ASHLAND, OR · 97520
Phone
(541) 488-6036
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
2025-10-29
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)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
28 direct securities· $14.8M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $4.4M | 29.3% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.8M | 12.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.8M | 11.7% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $1.2M | 8.0% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $964K | 6.4% | |
| T ROWE PRICE US TREA MONEY | Registered Investment Companies | — | — | $932K | 6.2% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $757K | 5.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $588K | 3.9% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $331K | 2.2% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $326K | 2.2% | |
| JPMORGAN MID CAP GROWTH R5 | Registered Investment Companies | — | — | $278K | 1.8% | |
| BLACKROCK HIGH YIELD INST | Registered Investment Companies | — | — | $230K | 1.5% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $171K | 1.1% | |
| VAN TARG RETIRE 2070 106 REGISTERED INVESTMENT COMPANY JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $168K | 1.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $145K | 1.0% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $112K | 0.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $107K | 0.7% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $106K | 0.7% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $83K | 0.6% | |
| GQG PARTNERS EMG MKT EQ R6 | Registered Investment Companies | — | — | $83K | 0.6% | |
| PIMCO COMMODITIESPLUS STR INST | Registered Investment Companies | — | — | $75K | 0.5% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $69K | 0.5% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $26K | 0.2% | |
| BLK INFLATION PROT BOND INSTL | Registered Investment Companies | — | — | $21K | 0.1% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $17K | 0.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $17K | 0.1% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $16K | 0.1% | |
| VOYA INTERM BOND I | Registered Investment Companies | — | — | $3K | <0.1% |
Related plans
Other plans using ADP, INC.
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND
NATIONAL ELECTRICAL BENEFIT FUND
$20.4B · 343,794 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
$19.6B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
$12.7B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
$11.5B · 56,128 participants
Similar-size Information / Tech / Media plans
SUSSMAN EDUCATION COMPANY, INC.
SUSSMAN EDUCATION COMPANY, INC. PROFIT SHARING PLAN
$15.5M · 8 participants
INTELLIGENT DECISION SYSTEMS, IN
INTELLIGENT DECISION SYSTEMS, INC. 401(K) PLAN
$14.5M · 33 participants
APTARA INC.
APTARA, INC. 401(K) PLAN
$13.2M · 151 participants
O'NEIL & ASSOCIATES, INC.
O'NEIL & ASSOCIATES, INC. PROFIT SHARING AND SAVINGS PLAN
$17.4M · 172 participants
BERTELSMANN INC.
FPI RETIREMENT PLAN
$12.3M · 707 participants
CHICAGO REVIEW PRESS, INC.
CHICAGO REVIEW PRESS RETIREMENT SAVINGS PLAN
$12.2M · 148 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B