Shawn McCue signed IV Media LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IV Media LLC's EIN is 93-2638679.
Download the official 2024 Form 5500 (PDF) for IV Media LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IV Media LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $72K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP | 33-0818667 | — | INVESTMENT ADVISOR | $38K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $117 | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON, LLP | 36-6055558 | — | AUDITOR | $69K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index N/A | Common Collective Trusts | — | — | $4.8M | 10.7% | |
| Fidelity Freedom Index 2030 Premier N/A | Mutual Funds | — | — | $4.2M | 9.4% | |
| Fidelity Freedom Index 2045 Premier N/A | Mutual Funds | — | — | $4.2M | 9.3% | |
| Fidelity Freedom Index 2050 Premier N/A | Mutual Funds | — | — | $4.0M | 9.0% | |
| Fidelity Freedom Index 2040 Premier N/A | Mutual Funds | — | — | $3.7M | 8.4% | |
| Fidelity Freedom Index 2055 Premier N/A | Mutual Funds | — | — | $3.2M | 7.2% | |
| MFS Gr R3 | Mutual Funds | — | — | $2.9M | 6.5% | |
| Fidelity Freedom Index 2035 Premier N/A | Mutual Funds | — | — | $2.6M | 5.9% | |
| Funds Charles Schwab Institutional Personal Choice Retirement Account (Other Funds) N/A | OTHER | — | — | $1.9M | 4.3% | |
| Fidelity Freedom Index 2025 Premier N/A | Mutual Funds | — | — | $1.6M | 3.5% | |
| MFS Val R3 N/A | Mutual Funds | — | — | $1.4M | 3.2% | |
| Fidelity Freedom Index 2060 Premier N/A | Mutual Funds | — | — | $1.3M | 3.0% | |
| Collective Trust Fund * Transamerica Retirement Solution Co. Stable Pooled Fund N/A | Common Collective Trusts | — | — | $1.2M | 2.7% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $1.2M | 2.7% | |
| Legg Mason ClearBridge Small Cap Gr IS | Other securities | — | — | $1.1M | 2.4% | |
| Fidelity Total Bd K6 | Mutual Funds | — | — | $1.1M | 2.4% | |
| Victory Sycamore Est Val R N/A | Other securities | — | — | $1.0M | 2.3% | |
| Fidelity Extended Market Index N/A | Mutual Funds | — | — | $810K | 1.8% | |
| American Funds American Funds EuroPacific Gr R6 N/A | Mutual Funds | — | — | $707K | 1.6% | |
| Participants Notes receivable from participants with interest rates of 4.25% to 9.5%, due through December 2036 | Bonds / Notes | — | — | $459K | 1.0% | |
| Fidelity US Bd Index N/A | Mutual Funds | — | — | $417K | 0.9% | |
| Fidelity Freedom Index 2065 Premier N/A | Mutual Funds | — | — | $397K | 0.9% | |
| Macquarie Mid Cap Growth R6 N/A | Other securities | — | — | $387K | 0.9% | |
| Principal High Yield A N/A | Other securities | — | — | $291K | 0.7% | |
| American Century American Century Small Cap Val R6 N/A | Mutual Funds | — | — | $282K | 0.6% | |
| Fidelity Intl Index N/A | Mutual Funds | — | — | $275K | 0.6% | |
| Fidelity Freedom Index 2020 Premier N/A | Mutual Funds | — | — | $155K | 0.3% | |
| Interest-Bearing Cash * State Street Bank & Trust Co. Cash Reserve Account N/A | Cash / Money Market | — | — | $145K | 0.3% | |
| Fidelity Freedom Index 2010 Premier N/A | Mutual Funds | — | — | $24K | <0.1% | |
| Fidelity Freedom Index 2015 Premier N/A | Mutual Funds | — | — | $15K | <0.1% | |
| Fidelity Freedom Index Inc Premier N/A | Mutual Funds | — | — | $6K | <0.1% |
