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Original filing (PDF)20250903171636NAL0015598481001
HUNTINGTON LEARNING CORPORATION
Form 5500
FILING_RECEIVED
HUNTINGTON LEARNING CORP. 401(K) PLAN
401(k) retirement plan
Active participants
273
Accounts w/ balance
692
Plan assets (EOY)
$12.5M
Net assets (EOY)
$12.5M
How this plan invests
This plan
2 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUNTINGTON LEARNING CORPORATION.
Plan sponsor
Name
HUNTINGTON LEARNING CORPORATION
EIN
22-2703385
Address
496 KINDERKAMACK ROAD · ORADELL, NJ · 07649
Phone
(201) 975-9444
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-03
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WITHUM SMITH BROWN PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $10K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT GROUP | 41-2016508 | — | ADVISOR | $28K | — |
Investments
22 direct securities · 2 pooled funds· $12.3M(99% 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
$9.4M
21 holdings
Mutual Funds
$2.8M
1 holding
Common Collective Trust
$122K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $2.8M | 22.6% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $2.0M | 15.7% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.4M | 11.0% | |
| Vanguard Target Retirement Income Fund | — | — | — | $1.2M | 9.8% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $966K | 7.7% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $775K | 6.2% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $545K | 4.4% | |
| Vanguard Equity Income Fund Admiral Shares | — | — | — | $397K | 3.2% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $364K | 2.9% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $311K | 2.5% | |
| Fidelity 500 Index Fund | — | — | — | $293K | 2.3% | |
| Massachusetts Investors Trust Class R6 | — | — | — | $270K | 2.2% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $267K | 2.1% | |
| Fidelity Mid Cap Index Fund | — | — | — | $218K | 1.7% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $122K | 1.0% | |
| PGIM Jennison Health Sciences Fund | — | — | — | $114K | 0.9% | |
| Class Z American Funds Balanced R5E Fund | — | — | — | $70K | 0.6% | |
| Allspring Special Mid Cap Value R6 Fund | — | — | — | $56K | 0.4% | |
| PIMCO Income Fund Institutional Class | — | — | — | $49K | 0.4% | |
| Fidelity Small Cap Index Fund | — | — | — | $42K | 0.3% | |
| JPMorgan Core Plus Bond Fund Class R6 | — | — | — | $39K | 0.3% | |
| American Funds Europacific Growth R5E Fund | — | — | — | $28K | 0.2% | |
| MFS Mid Cap Growth R6 Fund | — | — | — | $8K | <0.1% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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