How big is Lerner Publishing Group's plan?

Lerner Publishing Group's plan reported $16.2M in assets and 100 participants for 2024.

Original filing (PDF)20251015140036NAL0006503376001

Lerner Publishing Group

Name: Lerner Publishing Group — Lerner Universal, Form 5500 (2024)
Creator: Lerner Publishing Group
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Lerner Universal Corporation 401(k) Retirement Savings Plan

401(k) retirement plan · Lerner Publishing Group's Lerner Universal Corporation 401(k) Retirement Savings Plan held $16.2M in plan assets for 100 participants in 2024, with OneAmerica as recordkeeper.

Active participants

100

Accounts w/ balance

139

Plan assets (EOY)

$16.2M

Net assets (EOY)

$16.2M

People on this filing

Margaret Thomas signed Lerner Publishing Group's 2024 Form 5500 as plan administrator.

Margaret Thomas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lerner Publishing Group's EIN is 41-0833899.

EIN 41-0833899

Plan number 001

Plan year 2024

ACK ID 20251015140036NAL0006503376001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lerner Publishing Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lerner Publishing Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LERNER PUBLISHING GROUP.

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How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

LERNER PUBLISHING GROUP

EIN

all filings

Address

241 1ST AVE N · MINNEAPOLIS, MN · 55401

Phone

(612) 332-3344

Industry

Manufacturing

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

2025-10-15

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)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEAMERICA RETIREMENT SERVICES, LLC	46-5378846	—	NONE	$23K	—
ONEAMERICA INV ADV SERVICES, LLC	81-3920167	—	NONE	$6K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CBIZ CPAS P.C.

Investments

28 direct securities· $16.2M(100% of reported assets)

Other securities

$7.1M

9 holdings

Mutual Funds

$5.1M

14 holdings

Common Collective Trusts

$3.0M

3 holdings

Stable Value

$1.0M

1 holding

Bonds / Notes

$2K

1 holding

					% of plan
Columbia Capital Allocation Agrsv Adv Fund Mutual Fund	Other securities	—	—	$2.7M	16.7%
Vanguard 500 Index Admiral Fund Mutual Fund	Common Collective Trusts	—	—	$1.9M	11.6%
Columbia Capital Alloc Mod Agrsv Inst Columbia Capital Alloc Mod Agrsv Inst1,877,453.26	Other securities	—	$1.9M	$1.8M	11.0%
AUL Stable Value Fund Guaranteed Investment Contract	Stable Value	—	—	$1.0M	6.2%
William Blair Intl Growth CL N Fund Mutual Fund	Other securities	—	—	$787K	4.8%
T Rowe Price Mid-Cap Growth Fund Mutual Fund	Mutual Funds	—	—	$785K	4.8%
T Rowe Price Mid-Cap Value Fund Mutual Fund	Mutual Funds	—	—	$716K	4.4%
Vanguard Total Bond Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$704K	4.3%
Mairs & Power Growth Inv Mairs & Power Growth Inv	Other securities	—	$486K	$542K	3.3%
T Rowe Price Retirement 2040 Fund Mutual Fund	Mutual Funds	—	—	$508K	3.1%
Fidelity Blue Chip Growth Fund Mutual Fund	Mutual Funds	—	—	$507K	3.1%
T Rowe Price Retirement 2025 Fund Mutual Fund	Mutual Funds	—	—	$475K	2.9%
Vanguard Small Cap Index Fund Adm Fund Mutual Fund	Common Collective Trusts	—	—	$407K	2.5%
Value of Interest in Registered Investment Companies Baron Growth Fund Ins Baron Growth Fund Ins	Other securities	—	$426K	$404K	2.5%
Glenmede Large Cap Growth Portfolio Fund Mutual Fund	Other securities	—	—	$402K	2.5%
T Rowe Price Equity Income Fund Mutual Fund	Mutual Funds	—	—	$389K	2.4%
T Rowe Price Retirement 2045 Fund Mutual Fund	Mutual Funds	—	—	$384K	2.4%
Virtus NFJ Large Cap Value Institutional Fund Mutual Fund	Other securities	—	—	$356K	2.2%
T Rowe Price Retirement 2035 Fund Mutual Fund	Mutual Funds	—	—	$339K	2.1%
T Rowe Price Retirement 2030 Fund Mutual Fund	Mutual Funds	—	—	$325K	2.0%
T Rowe Price Retirement 2060 Fund Mutual Fund	Mutual Funds	—	—	$207K	1.3%
T Rowe Price Retirement 2055 Fund Mutual Fund	Mutual Funds	—	—	$197K	1.2%
T Rowe Price Retirement 2050 Fund Mutual Fund	Mutual Funds	—	—	$141K	0.9%
Spectrum Moderate Growth Allocation Fund Mutual Fund	Other securities	—	—	$114K	0.7%
T Rowe Price Diversified Small-Cap Growth Fund Mutual Fund	Mutual Funds	—	—	$84K	0.5%
T Rowe Price Retirement 2020 Fund Mutual Fund	Mutual Funds	—	—	$58K	0.4%
Columbia Capital Allocation Mod Adv Fund Mutual Fund	Other securities	—	—	$13K	<0.1%
VALUE Participant Loans Master Participant Loan - Interest Rate 9.50% Master Participant Loan	Bonds / Notes	—	$2K	$2K	<0.1%