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Original filing (PDF)20251014143057NAL0001547987001
NEW DREAM NETWORK, LLC
Form 5500
FILING_RECEIVED
NEW DREAM NETWORK, LLC
401(k) retirement plan
Signals · 1
76% in single holding
Active participants
168
Accounts w/ balance
256
Plan assets (EOY)
$36.0M
Net assets (EOY)
$36.0M
How this plan invests
This plan
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index Registered Investment Company" is 76% of plan.
Helping the score
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW DREAM NETWORK, LLC.
Plan sponsor
Name
NEW DREAM NETWORK, LLC
EIN
95-4666604
Address
417 S ASSOCIATED RD · PMB 327 · BREA, CA · 92821
Phone
(213) 627-3012
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
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
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $29K | — |
Investments
18 direct securities· $36.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Registered Investment Company | — | — | — | $27.2M | 75.5% | |
| Vanguard Target Retirement 2050 Registered Investment Company | — | — | — | $1.4M | 3.8% | |
| Vanguard Target Retirement 2045 Registered Investment Company | — | — | — | $1.3M | 3.7% | |
| Fidelity Total Market Index Registered Investment Company | — | — | — | $925K | 2.6% | |
| Interest-bearing Cash * Fidelity Government Money Market Interest-bearing Cash | — | — | — | $844K | 2.3% | |
| Vanguard Target Retirement 2035 Registered Investment Company | — | — | — | $688K | 1.9% | |
| Fidelity Small Cap Index Registered Investment Company | — | — | — | $609K | 1.7% | |
| Participant Loans Interest rates at (4.25%~9.50%) $0 | — | — | — | $545K | 1.5% | |
| Vanguard Target Retirement 2055 Registered Investment Company | — | — | — | $534K | 1.5% | |
| Fidelity Mid Cap Index Registered Investment Company | — | — | — | $524K | 1.5% | |
| Vanguard Target Retirement 2025 Registered Investment Company | — | — | — | $425K | 1.2% | |
| Fidelity International Index Registered Investment Company | — | — | — | $400K | 1.1% | |
| Vanguard Target Retirement 2040 Registered Investment Company | — | — | — | $289K | 0.8% | |
| Registered Investment Companies * Fidelity U.S. Bond Index Registered Investment Company | — | — | — | $132K | 0.4% | |
| Fidelity Real Estate Index Registered Investment Company | — | — | — | $93K | 0.3% | |
| Vanguard Target Retirement 2030 Registered Investment Company | — | — | — | $50K | 0.1% | |
| Vanguard Target Retirement 2060 Registered Investment Company | — | — | — | $36K | 0.1% | |
| Fidelity Inflation-Protected Bond Index Registered Investment Company | — | — | — | $5K | <0.1% |
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