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Original filing (PDF)20250826141159NAL0008573809001
RENAISSANCE LEARNING, INC.
Form 5500
FILING_RECEIVED
RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,753
Accounts w/ balance
2,301
Plan assets (EOY)
$217.3M
Net assets (EOY)
$217.3M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 26 bps in Schedule C fees — 159% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RENAISSANCE LEARNING, INC..
Plan sponsor
Name
RENAISSANCE LEARNING, INC.
EIN
39-1559474
Address
PO BOX 8036 · 2911 PEACH STREET · WISCONSIN RAPIDS, WI · 54495
Phone
(715) 424-3636
Industry
Software Publishers· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-26
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
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WOODTRUST BANK | 39-0720440 | — | NONE | $563K | — |
Investments
33 direct securities· $217.3M(100% of reported assets)
Uncategorized
$216.0M
32 holdings
Mutual Funds
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | — | — | — | $28.7M | 13.2% | |
| Vanguard Lifestrategy Moderate Growth | — | — | — | $25.6M | 11.8% | |
| Vanguard Target Retirement 2050 | — | — | — | $24.8M | 11.4% | |
| Vanguard Target Retirement 2060 | — | — | — | $24.2M | 11.1% | |
| Vanguard Target Retirement 2040 | — | — | — | $21.4M | 9.9% | |
| Vanguard Lifestrategy Growth | — | — | — | $16.3M | 7.5% | |
| William Blair Large Cap Growth | — | — | — | $13.1M | 6.0% | |
| Vanguard Target Retirement 2030 | — | — | — | $7.5M | 3.5% | |
| Money Market Fund Fidelity Government Money Market Fund | — | — | — | $7.4M | 3.4% | |
| Vanguard Mid Cap Value Index | — | — | — | $6.2M | 2.9% | |
| JP Morgan Small Growth Fund | — | — | — | $6.0M | 2.8% | |
| Vanguard Equity Income Fund | — | — | — | $5.7M | 2.6% | |
| Baird Mid Cap Fund | — | — | — | $5.6M | 2.6% | |
| Oakmark International Fund | — | — | — | $3.1M | 1.4% | |
| MFS Institutional International Equity Fund | — | — | — | $2.9M | 1.3% | |
| Janus Henderson Small Value Fund | — | — | — | $2.7M | 1.2% | |
| Vanguard Lifestrategy Conservative Growth | — | — | — | $2.3M | 1.1% | |
| Baird Intermediate Bond Fund | — | — | — | $1.9M | 0.9% | |
| Notes Receivable from Participants * Participant Loans Mature between 2025 and 2046 with interest rates between 3.25% and 10.50% - | — | — | — | $1.8M | 0.8% | |
| Dodge & Cox Income Fund | — | — | — | $1.5M | 0.7% | |
| Vanguard Lifestrategy Income | — | — | — | $1.4M | 0.7% | |
| American Funds Seafarer Overseas Growth & Income Fund | Mutual Funds | — | — | $1.2M | 0.6% | |
| Vanguard Target Retirement 2020 | — | — | — | $1.1M | 0.5% | |
| JP Morgan Core Bond Fund | — | — | — | $923K | 0.4% | |
| Fidelity 500 Index Fund | — | — | — | $666K | 0.3% | |
| Vanguard Target Retirement Income | — | — | — | $644K | 0.3% | |
| Vanguard Short-term Treasury Fund | — | — | — | $623K | 0.3% | |
| Vanguard Target Retirement 2070 | — | — | — | $506K | 0.2% | |
| AMG Yacktman Fund | — | — | — | $437K | 0.2% | |
| Dodge & Cox Stock Fund | — | — | — | $430K | 0.2% | |
| Blackrock High Yield Bond Fund | — | — | — | $316K | 0.1% | |
| Templeton Global Bond Fund | — | — | — | $291K | 0.1% | |
| Cash Equivalents Noninterest-bearing Cash | — | — | — | $2K | <0.1% |
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