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Original filing (PDF)20251007131622NAL0002491475001
MSPARK MEDIA, LLC
Form 5500
FILING_RECEIVED
MSPARK 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
363
Accounts w/ balance
312
Plan assets (EOY)
$14.6M
Net assets (EOY)
$14.6M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MSPARK MEDIA, LLC.
Plan sponsor
Name
MSPARK MEDIA, LLC
DBA
MSPARK
EIN
93-4728035
Address
5901 HIGHWAY 52 EAST · HELENA, AL · 35080
Phone
(205) 620-6200
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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BLACK & PINCKARD, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL | 45-6062081 | — | NONE | $400 | — |
| JOHN HANCOCK | 01-0233346 | — | NONE | $0 | — |
Investments
29 direct securities· $12.9M(88% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Target Retirement 2030 Fund Mutual fund | — | — | — | $2.0M | 13.4% | |
| Target Retirement 2045 Fund Mutual fund | — | — | — | $1.8M | 12.4% | |
| Target Retirement 2035 Fund Mutual fund | — | — | — | $1.3M | 9.2% | |
| Target Retirement 2040 Fund Mutual fund | — | — | — | $995K | 6.8% | |
| Target Retirement 2025 Fund Mutual fund | — | — | — | $955K | 6.5% | |
| Target Retirement 2050 Fund Mutual fund | — | — | — | $819K | 5.6% | |
| Developed Markets Index Fund Mutual fund | — | — | — | $720K | 4.9% | |
| Intermediate-Term Government Bond Index Fund Mutual fund | — | — | — | $611K | 4.2% | |
| 500 Index Fund Mutual fund | — | — | — | $456K | 3.1% | |
| Short Term Extended Quality Portfolio Mutual fund | — | — | — | $370K | 2.5% | |
| International Small Cap Value Portfolio Mutual fund | — | — | — | $365K | 2.5% | |
| Emerging Markets Portfolio Mutual fund | — | — | — | $364K | 2.5% | |
| US Targeted Value I Portfolio Mutual fund | — | — | — | $360K | 2.5% | |
| Target Retirement 2055 Fund Mutual fund | — | — | — | $344K | 2.3% | |
| ! "#$%&'!()*+',!-.%/! !! CD<E!FGH(IJK)GL!!!!!!!-.%/!<:ME))*! ! 329578.5!NO!P1/5!(%! | — | — | — | $330K | 2.2% | |
| Short Term Inflation Protected Securities Index Fund Mutual fund | — | — | — | $246K | 1.7% | |
| Target Retirement 2020 Fund Mutual fund | — | — | — | $184K | 1.3% | |
| Target Retirement Income Fund Mutual fund | — | — | — | $149K | 1.0% | |
| US Large Cap Value III Portfolio Mutual fund | — | — | — | $88K | 0.6% | |
| Schwab Government Money Fund Mutual fund | — | — | — | $87K | 0.6% | |
| Target Retirement 2065 Fund Mutual fund | — | — | — | $68K | 0.5% | |
| Target Retirement 2060 Fund Mutual fund | — | — | — | $66K | 0.5% | |
| Mid Cap Value Index Fund Mutual fund | — | — | — | $57K | 0.4% | |
| Small Cap Index Fund Mutual fund | — | — | — | $57K | 0.4% | |
| Small Cap Growth Index Fund Mutual fund | — | — | — | $39K | 0.3% | |
| Index Trust Mid-Cap Index Fund Mutual fund | — | — | — | $33K | 0.2% | |
| Growth Index Fund Mutual fund | — | — | — | $13K | <0.1% | |
| Emerging Markets Stock Index Fund Mutual fund | — | — | — | $3K | <0.1% | |
| Mid Cap Growth Index Fund Mutual fund | — | — | — | $3K | <0.1% |
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