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Original filing (PDF)20251015162051NAL0006744704001
UNIVISION COMMUNICATIONS INC.
Form 5500
FILING_RECEIVED
UNIVISION SAVINGS TAX ADVANTAGE RETIREMENT PLAN
401(k) retirement plan
Active participants
3,585
Accounts w/ balance
4,829
Plan assets (EOY)
$529.2M
Net assets (EOY)
$529.2M
How this plan invests
This plan
14 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 12 bps in Schedule C fees — 94% above peer band of 6 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIVISION COMMUNICATIONS INC..
Plan sponsor
Name
UNIVISION COMMUNICATIONS INC.
EIN
95-4398884
Address
GLENPOINTE CENTRE WEST · 500 FRANK W. BURR BLVD. 1ST FLOOR · TEANECK, NJ · 07666
Phone
(201) 287-4200
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2J · 401(k) feature
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WITHUMSMITH AND BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $307K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $174K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISOR | $91K | — |
| WITHEM AUDIT TAX ADVISORY | 22-2027092 | — | CONSULTANT | $43K | — |
Investments
13 direct securities · 14 pooled funds· $610.5M(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.
Common Collective Trust
$318.5M
13 holdings
Uncategorized
$266.1M
13 holdings
Pooled Separate Account
$25.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Harbor Trust Co Harbor Capital Appreciation CIT Class 4 | — | — | — | $89.3M | 16.9% | |
| HARB CAP APPR CIT 4 HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $89.3M | 16.9% | |
| Fidelity Management Trust Co. 500 Index Fund | — | — | — | $59.6M | 11.3% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941311 / PN 001 | Common Collective Trust | — | — | $38.7M | 7.3% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941351 / PN 001 | Common Collective Trust | — | — | $38.3M | 7.2% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $33.1M | 6.3% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $31.8M | 6.0% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $26.5M | 5.0% | |
| STABLE VALUE ACCOUNT PSA NO. 25 NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $25.8M | 4.9% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $21.8M | 4.1% | |
| J.P. Morgan Equity Income Fund Class R6 | — | — | — | $21.0M | 4.0% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $17.3M | 3.3% | |
| MassMutual Investments Mid Cap Growth Fund Class I | — | — | — | $14.5M | 2.7% | |
| MFS Investment Management Mid Cap Value Fund Class R6 | — | — | — | $14.5M | 2.7% | |
| Fidelity Management Trust Co. Extend Market Index Fund | — | — | — | $13.4M | 2.5% | |
| American Funds Investment EUPAC Fund Class R6 | — | — | — | $13.4M | 2.5% | |
| Fidelity Management Trust Co. International Index Fund | — | — | — | $13.3M | 2.5% | |
| Fidelity Management Trust Co. Total Bond Fund K6 | — | — | — | $12.0M | 2.3% | |
| The Vanguard Group Total Bond Market Index Fund Institutional Shares | — | — | — | $11.5M | 2.2% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $8.0M | 1.5% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $6.7M | 1.3% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $4.3M | 0.8% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $2.6M | 0.5% | |
| Loomis Sayles Small Cap Growth Fund Class N | — | — | — | $2.1M | 0.4% | |
| Allspring Special Small Cap Value Fund Class R6 | — | — | — | $1.6M | 0.3% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $258K | <0.1% | |
| Fidelity Management Trust Co. Blended Stable Value Fund | — | — | — | $43K | <0.1% |