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Original filing (PDF)20250923113008NAL0002525443001
VICE MEDIA ACQUISITION, LLC
Form 5500
FILING_RECEIVED
VICE MEDIA ACQUISITION, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
33% in single holdingNo recordkeeper disclosed
Active participants
109
Accounts w/ balance
1,034
Plan assets (EOY)
$55.0M
Net assets (EOY)
$55.0M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
84
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "American Funds 2050 Target Date Retirement Fund Class R-6 Mutual Fund" is 33% of plan.
- 37 bps in Schedule C fees — 134% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VICE MEDIA ACQUISITION, LLC.
Plan sponsor
Name
VICE MEDIA ACQUISITION, LLC
EIN
93-1995795
Address
VICE MEDIA ACQ., LLC C/O SOHO WORKS · 55 WATER ST., 3RD FLOOR · BROOKLYN, NY · 11201
Phone
(781) 599-3101
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
2025-09-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RUSSON + JOHNSON CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | N/A | $146K | — |
| SENTINEL PENSION ADVISORS | 04-3422848 | — | N/A | $40K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | N/A | $19K | — |
Investments
28 direct securities · 1 pooled fund· $55.1M(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
$55.0M
28 holdings
Common Collective Trust
$122K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2050 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $18.0M | 32.8% | |
| American Funds 2055 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $11.0M | 19.9% | |
| American Funds 2045 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $5.7M | 10.4% | |
| American Funds 2040 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $5.2M | 9.5% | |
| American Funds 2060 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $4.6M | 8.3% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $2.9M | 5.3% | |
| American Funds 2035 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $1.4M | 2.5% | |
| Principal Blue Chip Fund CL R6 Mutual Fund | — | — | — | $1.1M | 2.0% | |
| American Funds 2030 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $836K | 1.5% | |
| Fidelity MID CAP INDEX Mutual Fund | — | — | — | $568K | 1.0% | |
| Fidelity INTL Index Fund Mutual Fund | — | — | — | $553K | 1.0% | |
| Fidelity Small CAP INDEX Mutual Fund | — | — | — | $487K | 0.9% | |
| American Mutual Fund R6 Mutual Fund | — | — | — | $416K | 0.8% | |
| American Funds New World R-6 Mutual Fund | — | — | — | $374K | 0.7% | |
| Fidelity ADV Total Bond FD CL Z Mutual Fund | — | — | — | $358K | 0.7% | |
| American Funds 2025 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $332K | 0.6% | |
| American Funds 2065 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $278K | 0.5% | |
| MFS International Growth Class R6 Mutual Fund | — | — | — | $197K | 0.4% | |
| Fidelity US BOND Index Fund Mutual Fund | — | — | — | $128K | 0.2% | |
| Great Gray CIT III for MetLife GAC Common/Collective Trust | — | — | — | $122K | 0.2% | |
| METLIFE GROUP ANNUITY 25554 GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $122K | 0.2% | |
| Schwab Government Money Fund INV SHS Mutual Fund | — | — | — | $112K | 0.2% | |
| American Century MID CAP Value CL R6 Mutual Fund | — | — | — | $109K | 0.2% | |
| Vanguard GNMA Fund Admiral SHRS Mutual Fund | — | — | — | $78K | 0.1% | |
| American Funds 2020 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $55K | 0.1% | |
| DFA US Small Cap Value Port Instl Mutual Fund | — | — | — | $12K | <0.1% | |
| American Funds 2015 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $8K | <0.1% | |
| Janus Henderson Enterprise Fund Mutual Fund | — | — | — | $2K | <0.1% | |
| Putnam Small Cap Growth R6 Mutual Fund | — | — | — | $1K | <0.1% |
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