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Original filing (PDF)20251010111700NAL0008030273001
CAMBIUM LEARNING GROUP, INC.
Form 5500
FILING_RECEIVED
CAMBIUM LEARNING PROFIT SHARING RETIREMENT PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
2,418
Accounts w/ balance
3,167
Plan assets (EOY)
$302.0M
Net assets (EOY)
$302.0M
How this plan invests
This plan
7 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAMBIUM LEARNING GROUP, INC..
Plan sponsor
Name
CAMBIUM LEARNING GROUP, INC.
EIN
27-0587428
Address
17855 DALLAS PARKWAY · SUITE 400 · DALLAS, TX · 75287
Phone
(888) 399-1995
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
101
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
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 | $110K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $53K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
35 direct securities · 7 pooled funds· $333.8M(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
$301.6M
35 holdings
Common Collective Trust
$22.6M
6 holdings
Pooled Separate Account
$9.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments | — | — | — | $46.3M | 15.3% | |
| Fidelity Investments | — | — | — | $28.3M | 9.4% | |
| Fidelity Investments | — | — | — | $28.2M | 9.3% | |
| Fidelity Investments | — | — | — | $26.1M | 8.6% | |
| Fidelity Investments | — | — | — | $25.4M | 8.4% | |
| Fidelity Investments | — | — | — | $24.8M | 8.2% | |
| Fidelity Investments | — | — | — | $22.1M | 7.3% | |
| Fidelity Investments | — | — | — | $16.7M | 5.5% | |
| Great Gray Trust Company LLC | — | — | — | $11.1M | 3.7% | |
| MFS GROWTH EQUITY L GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $11.1M | 3.7% | |
| Massachusetts Mutual Life Insurance Co. | — | — | — | $9.5M | 3.1% | |
| SEPARATE INVESTMENT ACCOUNT BP6 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 448 | Pooled Separate Account | — | — | $9.5M | 3.1% | |
| Fidelity Investments | — | — | — | $7.3M | 2.4% | |
| Fidelity Investments | — | — | — | $7.0M | 2.3% | |
| Fidelity Investments | — | — | — | $6.6M | 2.2% | |
| Ameriprise Trust Company | — | — | — | $5.0M | 1.6% | |
| CT DIV INCOME INST 1 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 090 | Common Collective Trust | — | — | $5.0M | 1.6% | |
| Fidelity Investments | — | — | — | $4.7M | 1.5% | |
| Great Gray Trust Company LLC | — | — | — | $4.4M | 1.5% | |
| AB US SM CAP GRTH S GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116832 / PN 531 | Common Collective Trust | — | — | $4.4M | 1.5% | |
| Massachusetts Financial Services | — | — | — | $4.0M | 1.3% | |
| Invesco Advisors, Inc. | — | — | — | $3.5M | 1.2% | |
| Victory Capital Management, Inc. | — | — | — | $3.4M | 1.1% | |
| BlackRock Advisors, LLC | — | — | — | $2.8M | 0.9% | |
| Notes receivable from participants | — | — | — | $2.7M | 0.9% | |
| Fidelity Investments | — | — | — | $1.8M | 0.6% | |
| Fidelity Investments | — | — | — | $1.5M | 0.5% | |
| Fidelity Investments | — | — | — | $1.4M | 0.5% | |
| Fidelity Investments | — | — | — | $1.4M | 0.5% | |
| Fidelity Investments | — | — | — | $1.1M | 0.4% | |
| Great Gray Trust Company LLC | — | — | — | $1.1M | 0.4% | |
| WA CORE PLUS BOND L1 GREAT GRAY TRUST COMPANY · EIN 82-4391232 / PN 374 | Common Collective Trust | — | — | $1.1M | 0.4% | |
| Calamos Investment Advisors | — | — | — | $939K | 0.3% | |
| American Century Emerging Market Global Trust Company | — | — | — | $877K | 0.3% | |
| AC EMRG MKT EQ II GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 015 | Common Collective Trust | — | — | $877K | 0.3% | |
| Fidelity Investments | — | — | — | $609K | 0.2% | |
| Fidelity Investments | — | — | — | $305K | 0.1% | |
| Great Gray Trust Company LLC | — | — | — | $285K | <0.1% | |
| BR MIDCAP GR EQ L1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $285K | <0.1% | |
| Fidelity Investments | — | — | — | $210K | <0.1% | |
| Fidelity Investments | — | — | — | $132K | <0.1% | |
| Fidelity Investments | — | — | — | $37K | <0.1% |
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