Back to filter
Original filing (PDF)20260121110427NAL0003350593001
ENCYCLOPAEDIA BRITANNICA, INC.
Form 5500
FILING_RECEIVED
ENCYCLOPAEDIA BRITANNICA SAVINGS PLAN
401(k) retirement plan
Signals · 1
Late filing · 2.2 mo
Active participants
251
Accounts w/ balance
442
Plan assets (EOY)
$59.0M
Net assets (EOY)
$59.0M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
91
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.2 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (2 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENCYCLOPAEDIA BRITANNICA, INC..
Plan sponsor
Name
ENCYCLOPAEDIA BRITANNICA, INC.
EIN
36-2063569
Address
325 NORTH LASALLE STREET SUITE 200 · CHICAGO, IL · 60654
Phone
(312) 347-7000
Industry
Software Publishers· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-01-21
Pension benefit codes
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
3H · Sponsor in controlled / affiliated group
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL, L.L.P.
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 | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
Investments
23 direct securities· $59.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund - | — | — | — | $12.6M | 21.4% | |
| Guaranteed investment Prudential Retirement Insurance and Annuity Company contract - | — | — | — | $7.9M | 13.3% | |
| Columbia Dividend Income Fund Mutual fund - | — | — | — | $6.1M | 10.3% | |
| Harbor Capital Appreciation Fund Mutual fund - | — | — | — | $4.7M | 8.0% | |
| TRP Balanced Fund Mutual fund - | — | — | — | $2.8M | 4.7% | |
| Harbor International Fund Mutual fund - | — | — | — | $2.8M | 4.7% | |
| PGIM J Mid-Cap Growth R6 Mutual fund - | — | — | — | $2.6M | 4.4% | |
| Fidelity Small Cap Discovery Fund Mutual fund - | — | — | — | $2.6M | 4.4% | |
| Vanguard Target Retirement Fund 2030 Mutual fund - | — | — | — | $2.5M | 4.2% | |
| Vanguard Target Retirement Fund 2045 Mutual fund - | — | — | — | $2.0M | 3.5% | |
| Vanguard Target Retirement Fund 2050 Mutual fund - | — | — | — | $1.9M | 3.3% | |
| Vanguard Target Retirement Fund 2055 Mutual fund - | — | — | — | $1.9M | 3.3% | |
| Vanguard Target Retirement Fund 2025 Mutual fund - | — | — | — | $1.6M | 2.8% | |
| Vanguard Target Retirement Fund 2040 Mutual fund - | — | — | — | $1.2M | 2.0% | |
| Fidelity US Bond Index Fund Mutual fund - | — | — | — | $1.1M | 1.9% | |
| Vanguard Target Retirement Fund 2035 Mutual fund - | — | — | — | $1.0M | 1.7% | |
| VRTS C Mid Cap Value EQ I Mutual fund - | — | — | — | $894K | 1.5% | |
| Vanguard Target Retirement Income Fund Mutual fund - | — | — | — | $567K | 1.0% | |
| Fidelity Global ex US Index Mutual fund - | — | — | — | $563K | 1.0% | |
| Fidelity Extended Market Index Fund Mutual fund - | — | — | — | $491K | 0.8% | |
| Vanguard Target Retirement Fund 2020 Mutual fund - | — | — | — | $480K | 0.8% | |
| PIMCO Real Return Fund Mutual fund - | — | — | — | $448K | 0.8% | |
| Varying maturity dates, interest rates ranging * Notes receivable from participants from 3.25% to 8.50% - | — | — | — | $240K | 0.4% |
Related plans
Other plans using STRATEGIC ADVISORS, INC.
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
AMAZON.COM SERVICES, LLC
AMAZON 401(K) PLAN
$34.6B · 1,207,759 participants
CHEVRON CORPORATION
CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN
$20.4B · 22,195 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
MEDTRONIC, INC.
MEDTRONIC SAVINGS AND INVESTMENT PLAN
$13.7B · 38,035 participants
Similar-size Software Publishers plans
GRAMMARLY, INC.
GRAMMARLY, INC. 401(K) PLAN
$58.9M · 797 participants
SUSE, LLC.
SUSE 401(K) PLAN
$58.7M · 659 participants
UNANET, INC.
UNANET TECHNOLOGIES CAPITAL ACCUMULATION PLAN
$57.1M · 447 participants
MELTWATER NEWS US, INC.
MELTWATER NEWS US INC. 401(K) PLAN
$61.0M · 862 participants
CELONIS, INC.
CELONIS, INC. 401(K) PLAN
$61.6M · 801 participants
HIGHSPOT, INC.
HIGHSPOT, INC. 401(K) PLAN
$55.9M · 475 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B