Ted Wolf signed Renaissance Learning, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Renaissance Learning, Inc.'s EIN is 39-1559474.
Download the official 2024 Form 5500 (PDF) for Renaissance Learning, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Renaissance Learning, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WOODTRUST BANK | 39-0720440 | — | NONE | $563K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $28.7M | 13.2% | |
| Vanguard Lifestrategy Moderate Growth | Mutual Funds | — | — | $25.6M | 11.8% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $24.8M | 11.4% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $24.2M | 11.1% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $21.4M | 9.9% | |
| Vanguard Lifestrategy Growth | Mutual Funds | — | — | $16.3M | 7.5% | |
| William Blair Large Cap Growth | Other securities | — | — | $13.1M | 6.0% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $7.5M | 3.5% | |
| Money Market Fund Fidelity Government Money Market Fund | Mutual Funds | — | — | $7.4M | 3.4% | |
| Vanguard Mid Cap Value Index | Mutual Funds | — | — | $6.2M | 2.9% | |
| JP Morgan Small Growth Fund | Other securities | — | — | $6.0M | 2.8% | |
| Vanguard Equity Income Fund | Mutual Funds | — | — | $5.7M | 2.6% | |
| Baird Mid Cap Fund | Other securities | — | — | $5.6M | 2.6% | |
| Oakmark International Fund | Other securities | — | — | $3.1M | 1.4% | |
| MFS Institutional International Equity Fund | Mutual Funds | — | — | $2.9M | 1.3% | |
| Janus Henderson Small Value Fund | Mutual Funds | — | — | $2.7M | 1.2% | |
| Vanguard Lifestrategy Conservative Growth | Mutual Funds | — | — | $2.3M | 1.1% | |
| Baird Intermediate Bond Fund | Other securities | — | — | $1.9M | 0.9% | |
| Notes Receivable from Participants * Participant Loans Mature between 2025 and 2046 with interest rates between 3.25% and 10.50% - | Bonds / Notes | — | — | $1.8M | 0.8% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $1.5M | 0.7% | |
| Vanguard Lifestrategy Income | Mutual Funds | — | — | $1.4M | 0.7% | |
| American Funds Seafarer Overseas Growth & Income Fund | Mutual Funds | — | — | $1.2M | 0.6% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $1.1M | 0.5% | |
| JP Morgan Core Bond Fund | Other securities | — | — | $923K | 0.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $666K | 0.3% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $644K | 0.3% | |
| Vanguard Short-term Treasury Fund | Mutual Funds | — | — | $623K | 0.3% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $506K | 0.2% | |
| AMG Yacktman Fund | Other securities | — | — | $437K | 0.2% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $430K | 0.2% | |
| Blackrock High Yield Bond Fund | Other securities | — | — | $316K | 0.1% | |
| Templeton Global Bond Fund | Mutual Funds | — | — | $291K | 0.1% | |
| Cash Equivalents Noninterest-bearing Cash | Cash / Money Market | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
