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Original filing (PDF)20251002104809NAL0000258851001
VISUAL DATA MEDIA SERVICES, LLC
Form 5500
FILING_RECEIVED
VISUAL DATA MEDIA SERVICES, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
35% in single holding
Active participants
70
Accounts w/ balance
137
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
How this plan invests
This plan
21 pooled trusts
Schedule D
25 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
83
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "flexPATH Index+ Moderate 2035 R1 flexPATH 0" is 35% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VISUAL DATA MEDIA SERVICES, LLC.
Plan sponsor
Name
VISUAL DATA MEDIA SERVICES, LLC
EIN
95-4606661
Address
610 N HOLLYWOOD WAY · BURBANK, CA · 91505
Phone
(818) 333-9649
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
2025-10-02
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
HOFFMAN SHORT RUBIN DEWINTER SANDER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACCELERATE INVESTMENT ADVISORS | — | ALISO VIEJO, CA | NONE | $24K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $16K | — |
Investments
7 direct securities · 21 pooled funds· $8.3M(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
$7.8M
21 holdings
Uncategorized
$506K
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FLEXPATH INDEX+ MODERATE 2035 R1 GREAT GRAY TRUST · EIN 47-3002484 / PN 001 | Common Collective Trust | — | — | $2.9M | 34.6% | |
| FLEXPATH INDEX+ MODERATE RETIRE R1 GREAT GRAY TRUST · EIN 47-2851418 / PN 001 | Common Collective Trust | — | — | $912K | 11.0% | |
| FLEXPATH INDEX+ MODERATE 2045 R1 GREAT GRAY TRUST · EIN 47-3071639 / PN 001 | Common Collective Trust | — | — | $890K | 10.7% | |
| FLEXPATH INDEX+ MODERATE 2055 R1 GREAT GRAY TRUST · EIN 47-3188067 / PN 001 | Common Collective Trust | — | — | $838K | 10.1% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY TRUST · EIN 20-3802168 / PN 101 | Common Collective Trust | — | — | $638K | 7.7% | |
| LARGE CAP VALUE I1 GREAT GRAY TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $451K | 5.4% | |
| LARGE CAP GROWTH IV R1 GREAT GRAY TRUST · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $357K | 4.3% | |
| GG CIT III FOR METLIFE GAC 25554 J GREAT GRAY TRUST · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $232K | 2.8% | |
| FLEXPATH INDEX+ AGGRESSIVE 2045 R1 GREAT GRAY TRUST · EIN 47-3026996 / PN 001 | Common Collective Trust | — | — | $210K | 2.5% | |
| American Funds New Perspective R6 American Funds 0 | — | — | — | $139K | 1.7% | |
| FLEXPATH INDEX+ CONSERVATIVE 2055 R GREAT GRAY TRUST · EIN 47-3216409 / PN 001 | Common Collective Trust | — | — | $111K | 1.3% | |
| CORE BOND I1 GREAT GRAY TRUST · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $82K | 1.0% | |
| Fidelity Advisor Small Cap Value Z Fidelity 0 | — | — | — | $80K | 1.0% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $74K | 0.9% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $68K | 0.8% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $57K | 0.7% | |
| SMALL CAP GROWTH I1 GREAT GRAY TRUST · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $56K | 0.7% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $54K | 0.6% | |
| FLEXPATH INDEX+ AGGRESSIVE 2035 R1 GREAT GRAY TRUST · EIN 47-2987118 / PN 001 | Common Collective Trust | — | — | $53K | 0.6% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $34K | 0.4% | |
| INTERNATIONAL GROWTH II I1 GREAT GRAY TRUST · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $32K | 0.4% | |
| MID CAP GROWTH I1 GREAT GRAY TRUST · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $22K | 0.3% | |
| BLACKROCK EAFE EQUITY INDEX 1 GREAT GRAY TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $18K | 0.2% | |
| BLACKROCK U.S. DEBT INDEX 1 GREAT GRAY TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $12K | 0.2% | |
| FLEXPATH INDEX+ AGGRESSIVE 2055 R1 GREAT GRAY TRUST · EIN 47-3170652 / PN 001 | Common Collective Trust | — | — | $7K | <0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2025 R1 GREAT GRAY TRUST · EIN 47-2935740 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE 2025 R GREAT GRAY TRUST · EIN 47-2961375 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ MODERATE 2025 R1 GREAT GRAY TRUST · EIN 47-2950747 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |