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Original filing (PDF)20251015184400NAL0005392865001
KEY CODE MEDIA, INC.
Form 5500
FILING_RECEIVED
KEY CODE MEDIA RETIREMENT PLAN
401(k) retirement plan
Active participants
156
Accounts w/ balance
140
Plan assets (EOY)
$9.4M
Net assets (EOY)
$9.4M
How this plan invests
This plan
6 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
90
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 73 bps in Schedule C fees — modestly above peer band of 52 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEY CODE MEDIA, INC..
Plan sponsor
Name
KEY CODE MEDIA, INC.
EIN
95-4880310
Address
270 S. FLOWER STREET · BURBANK, CA · 91502
Phone
(818) 303-3900
Industry
Wholesale Tradesee 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $26K | — |
| COTA STREET INVESTMENT MANAGEMENT | — | SANTA BARBARA, CA | INVESTMENT MANAGEMENT | $7K | — |
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT MANAGEMENT | $5K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | 82-3719843 | SAN DIEGO, CA | CONTRACT ADMIN | $16K | — |
Investments
6 pooled funds· $0(0% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| COTA STREET MANAGED FIXED INCOME DE GREAT GRAY · EIN 38-4116860 / PN 528 | Common Collective Trust | $0 | <0.1% |
| COTA STREET MANAGED EQUITY DECUMULA GREAT GRAY · EIN 38-4116858 / PN 526 | Common Collective Trust | $0 | <0.1% |
| COTA STREET MANAGED FIXED INCOME AC GREAT GRAY · EIN 38-4116857 / PN 525 | Common Collective Trust | $0 | <0.1% |
| COTA STREET MANAGED BLEND DECUMULAT GREAT GRAY · EIN 38-4116859 / PN 527 | Common Collective Trust | $0 | <0.1% |
| COTA STREET MANAGED EQUITY ACCUMULA GREAT GRAY · EIN 38-4116855 / PN 523 | Common Collective Trust | $0 | <0.1% |
| COTA STREET MANAGED BLEND ACCUMULAT GREAT GRAY · EIN 38-4116856 / PN 524 | Common Collective Trust | $0 | <0.1% |