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Original filing (PDF)20260205150320NAL0007787698001
CAMBRIDGE UNIVERSITY PRESS AND ASSESSMENT
Form 5500
FILING_RECEIVED
CAMBRIDGE UNIVERSITY PRESS RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 2
Late filing · 2.6 moNo recordkeeper disclosed
Active participants
339
Accounts w/ balance
680
Plan assets (EOY)
$39.6M
Net assets (EOY)
$39.6M
How this plan invests
This plan
1 pooled trust
Schedule D
35 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
90
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 2.6 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAMBRIDGE UNIVERSITY PRESS AND ASSESSMENT.
Plan sponsor
Name
CAMBRIDGE UNIVERSITY PRESS AND ASSESSMENT
EIN
13-1599108
Address
1 LIBERTY PLAZA, 20TH FLOOR · NEW YORK, NY · 10006
Phone
(212) 337-5957
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-05
Pension benefit codes
2C · Money purchase (other than target benefit)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $16K | — |
Investments
34 direct securities · 1 pooled fund· $39.6M(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.
Uncategorized
$37.4M
32 holdings
Mutual Funds
$1.5M
2 holdings
Pooled Separate Account
$761K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Guaranteed Annuity Contracts * Teachers Insurance and Annuity TIAA Traditional Non-Benefit Responsive Association of America Fund | — | — | — | $5.7M | 14.4% | |
| Variable Annuity Contracts * College Retirement Equities Fund CREF Stock R2 | — | — | — | $5.3M | 13.4% | |
| College Retirement Equities Fund CREF Growth R2 | — | — | — | $3.9M | 9.7% | |
| College Retirement Equities Fund CREF Equity Index R2 | — | — | — | $2.6M | 6.5% | |
| The Vanguard Group Vanguard 500 Index Admiral Shares | — | — | — | $2.4M | 6.1% | |
| College Retirement Equities Fund CREF Global Equities R2 | — | — | — | $2.2M | 5.5% | |
| American Funds American Funds American Balanced Fund Class R-6 | — | — | — | $1.8M | 4.5% | |
| Teachers Insurance and Annuity TIAA Traditional Non-Benefit Responsive 2 Association of America Fund | — | — | — | $1.5M | 3.9% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth Fund I Class | — | — | — | $1.4M | 3.5% | |
| College Retirement Equities Fund CREF Social Choice R2 | — | — | — | $1.1M | 2.8% | |
| The Vanguard Group Vanguard Target Retirement 2050 Fund Investor Shares | — | — | — | $861K | 2.2% | |
| s (continued) The Vanguard Group Vanguard Target Retirement 2045 Fund Investor Shares | Mutual Funds | — | — | $826K | 2.1% | |
| College Retirement Equities Fund CREF Core Bond R2 | — | — | — | $787K | 2.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $761K | 1.9% | |
| The Vanguard Group Vanguard Target Retirement 2040 Fund Investor Shares | — | — | — | $730K | 1.8% | |
| PGIM Funds (Prudential) PGIM Total Return Bond Fund - Class R6 | — | — | — | $692K | 1.7% | |
| American Funds American Funds EuroPacific Growth Fund Class R-6 | Mutual Funds | — | — | $690K | 1.7% | |
| The Vanguard Group Vanguard Target Retirement 2035 Fund Investor Shares | — | — | — | $686K | 1.7% | |
| The Vanguard Group Vanguard Federal Money MKT INV RY | — | — | — | $637K | 1.6% | |
| The Vanguard Group Vanguard Target Retirement 2055 Fund Investor Shares | — | — | — | $598K | 1.5% | |
| College Retirement Equities Fund CREF Inflation-Linked Bond R2 | — | — | — | $572K | 1.4% | |
| College Retirement Equities Fund CREF Money Market R2 | — | — | — | $558K | 1.4% | |
| The Vanguard Group Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $385K | 1.0% | |
| Cohen and Steers Cohen & Steers Institutional Realty Shares | — | — | — | $368K | 0.9% | |
| MFS lnvestment Management MFS Value Fund Class R6 | — | — | — | $361K | 0.9% | |
| The Vanguard Group Vanguard Extended Market Index Fund Admiral Shares | — | — | — | $347K | 0.9% | |
| The Vanguard Group Vanguard Target Retirement 2060 Fund Investor Shares | — | — | — | $337K | 0.9% | |
| The Vanguard Group Vanguard Target Retirement 2025 Fund Investor Shares | — | — | — | $329K | 0.8% | |
| The Vanguard Group Vanguard Ttl Bd Mkt Idx Adm | — | — | — | $269K | 0.7% | |
| The Vanguard Group Vanguard Target Retirement 2020 Fund Investor Shares | — | — | — | $245K | 0.6% | |
| Delaware Funds Delaware Small Cap Value Fund Class R6 | — | — | — | $215K | 0.5% | |
| The Vanguard Group Vanguard Target Retirement Income Fund Investor Shares | — | — | — | $141K | 0.4% | |
| Hartford Funds Management Group The Hartford MidCap Fund Class R6 | — | — | — | $140K | 0.4% | |
| The Vanguard Group Vanguard Target Retirement 2030 Fund Investor Shares | — | — | — | $133K | 0.3% | |
| PIMCO Funds International PIMCO Diversified Income Fund Institutional Class | — | — | — | $94K | 0.2% |
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