Filings through Oct 24, 2026.

Definitive Media Corp. 401(k) Plan

Name: DEFINITIVE MEDIA CORP. DBA - DEFINITIVE MEDIA CORP. 401(K) PLAN (2024) Form 5500
Creator: DEFINITIVE MEDIA CORP. DBA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEFINITIVE MEDIA CORP. 401(K) PLAN, DEFINITIVE MEDIA CORP. DBA

Definitive Media Corp. DbaEIN 26-3969490Plan #001PY 2024

167 E. CHATHAM STREET, SUITE 300 - CARY, NC 27511888-948-4732

How to read this page

Prospect flags

1 of 18 flags tripped on the 2024 filing.

How flags work

Opportunity
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
Schedule H, line 4i

Total assets (EOY)

$10.4M

-11.1% from 2023

Total participants

167

-23.0% from 2023

Average account balance

$62,942

+15.7% from 2023

Annual return

16.44%

-10.40 pp from 2023

Benchmarks

This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.

Peer benchmarks

We rank each metric against plans of the same size, type and industry.

Schedule H, Parts I and II See about 28,973 peers

Industry: 54 - Professional, Scientific, and Technical Services
Plan type: Defined contribution
Participants: 25-99
Cohort: 28,973 peers
Snapshot: 2024

MetricThis planAmong peersPercentile

Annual return

Percentile

Average balance

Percentile

Participation rate

Percentile

Employer contribution per participant

Percentile

Employee contribution per participant

Percentile

Administrative expense per participant

Percentile

Middle 50% of peersPeer medianThis plan

Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.

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Percentile for each metric
Middle 50% of peers
Peer median
This plan's value next to its peers

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Plan history

Showing the 2024 filing, 1 of 9 years on record. Charts need 3 years.

2024 filing

Total assets (EOY): $10,448,357
Participants: 167
Contributions: $1,633,082
Annual return: 16.44%

2023 filing

Total assets (EOY): Dollar amount available on Pro
Participants: Count available on Pro
Contributions: Dollar amount available on Pro
Annual return: Percentage available on Pro

2022 filing

Total assets (EOY): Dollar amount available on Pro
Participants: Count available on Pro
Contributions: Dollar amount available on Pro
Annual return: Percentage available on Pro

Older filings: assets, participants, contributions and return for each year are on Pro.

8 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:

Assets, participants and contributions by year
Annual return by year
Year-over-year charts

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Expense breakdown

$22K in admin expenses, $134 per participant (all participants, line 6f).

Schedule H, line 2i

Investment mgmt$17K (77%)
Recordkeeping$5K (23%)

Admin expense ratio

0.214%

Admin expenses as % of EOY assets; fund fees not included

Categories reported

2 / 9

subdivided buckets used

Investments

This section lists the funds on the plan's investment schedule and what changed since the prior filing.

Fund lineup

10 funds of $250K or more; 30 lines in all, holding $9.4M of the plan's $10.4M. Recordkeeper: Morgan Stanley.

2024 filing, Schedule H, line 4i

In collective trusts0%median 0% for plans of $5M to $50M (40,449 plans)

In index funds32%median 22% for plans of $5M to $50M (40,449 plans)

In the main target-date series52%median 39% for plans of $5M to $50M (40,449 plans)

Employer stockNo

Target-date series: T. Rowe Price Target, mutual fund, 52% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
T. Rowe Price Target T. Rowe Price · Mutual fund Target-date, 9 vintages	T. Rowe Price	Mutual fund	$4.9M	51.9%
State ST Equity 500 Index K State Street (SSgA) · Mutual fund Index	State Street (SSgA)	Mutual fund	$1.5M	15.6%
iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index	BlackRock	ETF	$315K	3.3%
Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$295K	3.1%
Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$253K	2.7%
JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund	JPMorgan	Mutual fund	$252K	2.7%
Lord Abbett Short Duration Income Fund Class R6 Lord Abbett · Mutual fund	Lord Abbett	Mutual fund	$250K	2.7%
Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$153K	1.6%
NEW World Fund INC Class R-6 Capital Group · Mutual fund	Capital Group	Mutual fund	$153K	1.6%
JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund	JPMorgan	Mutual fund	$146K	1.6%

Fund	Manager	Vehicle	Dollars	% of funds
Name available on Pro	Name available on Pro	Available on Pro	Dollar amount available on Pro	Percentage available on Pro
Name available on Pro	Name available on Pro	Available on Pro	Dollar amount available on Pro	Percentage available on Pro
Name available on Pro	Name available on Pro	Available on Pro	Dollar amount available on Pro	Percentage available on Pro

20 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.

20 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:

Every fund in the lineup
Manager, vehicle and dollars per fund
Share of plan assets
Every change since the prior filing

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Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Providers

This section shows who is paid to serve the plan, who audits it and who signs the filing.

Service providers

Top 3 by compensation.

Schedule C

Provider	Service type	Compensation
MORGAN STANLEY SMITH BARNEY1 year Service code 15 · EIN 20-8764829 Recordkeeping	Recordkeeping	$12,243
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping	Recordkeeping	$5,161
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 Shareholder Servicing	Shareholder Servicing	$0

Audit opinion

Schedule H, Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor: ASHTON TREVETHAN AND COMPANY
Auditor EIN: 20-8086978
Audit fees: Not reported separately
Opinion code: Unqualified

Plan design

Plan features from the filing, actuarial disclosures and related pages.

Plan features

8 feature codes on the 2024 filing.

Line 8a

Plan feature codes2E2F2G2J2K2S2T3D

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

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Fund

Dollars

% of funds%

T. Rowe Price Target

T. Rowe Price · Mutual fund

Target-date, 9 vintages

$4.9M

51.9%

State ST Equity 500 Index K

State Street (SSgA) · Mutual fund

Index

$1.5M

15.6%

iShares MSCI EAFE International Index Fund Class K

BlackRock · ETF

Index

$315K

3.3%

Vanguard Small-Cap Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$295K

3.1%

Vanguard Small-Cap Value Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$253K

2.7%

JPMorgan Large Cap Growth Fund Class R6

JPMorgan · Mutual fund

$252K

2.7%

Lord Abbett Short Duration Income Fund Class R6

Lord Abbett · Mutual fund

$250K

2.7%

Fidelity Mid Cap Index Fund

Fidelity (FMR) · Mutual fund

Index

$153K

1.6%

NEW World Fund INC Class R-6

Capital Group · Mutual fund

$153K

1.6%

JPMorgan Core Bond Fund Class R6

JPMorgan · Mutual fund

$146K

1.6%

Provider

Compensation

MORGAN STANLEY SMITH BARNEY1 year

Service code 15 · EIN 20-8764829

Recordkeeping

$12,243

ADP BROKER-DEALER3 years

Filed as: ADP, INC.

Service code 15 · EIN 13-3036745

Recordkeeping

$5,161

ADP BROKER-DEALER3 years

Service code 59 · EIN 22-3319984

Shareholder Servicing

Definitive Media Corp. 401(k) Plan

Prospect flags

Benchmarks

Peer benchmarks

Plan history

Expense breakdown

Investments

Fund lineup

Providers

Service providers

Audit opinion

Plan design

Plan features

Definitive Media Corp. 401(k) Plan

Prospect flags

Benchmarks

Peer benchmarks

Plan history

Expense breakdown

Investments

Fund lineup

Providers

Service providers

Audit opinion

People on file

5500 filings

Plan design

Plan features

People on file

5500 filings

Definitive Media Corp. 401(k) Plan

Prospect flagsi

Summary metrics

Benchmarks

Peer benchmarksi

Plan history

Expense breakdowni

Investments

Fund lineupi

Providers

Service providersi

Audit opinioni

Plan design

Plan features

Definitive Media Corp. 401(k) Plan

Prospect flagsi

Summary metrics

Benchmarks

Peer benchmarksi

Plan history

Expense breakdowni

Investments

Fund lineupi

Providers

Service providersi

Audit opinioni

People on file

5500 filings

Plan design

Plan features

People on file

5500 filings

Prospect flags

Peer benchmarks

Expense breakdown

Fund lineup

Service providers

Audit opinion

Prospect flags

Peer benchmarks

Expense breakdown

Fund lineup

Service providers

Audit opinion