Back to filter
Original filing (PDF)20251010130401NAL0007754177001
UNBOUNDED LEARNING, INC.
Form 5500
FILING_RECEIVED
UNBOUNDED LEARNING, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
125
Accounts w/ balance
167
Plan assets (EOY)
$8.5M
Net assets (EOY)
$8.5M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNBOUNDED LEARNING, INC..
Plan sponsor
Name
UNBOUNDED LEARNING, INC.
EIN
47-5223320
Address
228 PARK AVE S #90834 · NEW YORK, NY · 10003
Phone
(347) 497-0809
Industry
Educational Servicessee all
Plan administrator
Name
THE ANGELL PENSION GROUP, INC.
EIN
04-2530412
City
EAST PROVIDENCE, RI
Phone
(401) 438-9250
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | — | EAST PROVIDENCE, RI | THIRD PARTY ADMINISTRATO | $2K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC | 23-1945930 | — | NONE | $3K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $0 | — |
Investments
31 direct securities· $8.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund " | — | — | — | $1.9M | 22.6% | |
| Vanguard Target Retirement 2045 Fund " | — | — | — | $1.4M | 16.6% | |
| Vanguard Target Retirement 2050 Fund " | — | — | — | $1.1M | 13.0% | |
| Vanguard Target Retirement 2035 Fund " | — | — | — | $1.0M | 11.9% | |
| Vanguard Target Retirement 2055 Fund " | — | — | — | $675K | 8.0% | |
| Vanguard 500 Index Adm " | — | — | — | $523K | 6.2% | |
| Vanguard Target Retirement 2030 Fund " | — | — | — | $507K | 6.0% | |
| Vanguard Target Retirement 2025 Fund " | — | — | — | $247K | 2.9% | |
| Vanguard Growth Index Adm " | — | — | — | $108K | 1.3% | |
| Vanguard Target Retirement 2060 Fund " | — | — | — | $101K | 1.2% | |
| Vanguard Value Index Adm " | — | — | — | $93K | 1.1% | |
| Vanguard Real Estate Index Adm " | — | — | — | $93K | 1.1% | |
| Calvert US Large Cap Core Resp Ind R6 " | — | — | — | $87K | 1.0% | |
| Vanguard Mid-Cap Growth Index Adm " | — | — | — | $79K | 0.9% | |
| Vanguard Small-Cap Growth Index Adm " | — | — | — | $73K | 0.9% | |
| Vanguard Target Retirement 2070 Fund " | — | — | — | $64K | 0.8% | |
| Vanguard Mid-Cap Value Index Adm " | — | — | — | $63K | 0.7% | |
| Vanguard Small-Cap Index Adm " | — | — | — | $38K | 0.5% | |
| Vanguard Inflation-Protected Sec Adm " | — | — | — | $37K | 0.4% | |
| Vanguard Developed Mkts Index Adm " | — | — | — | $26K | 0.3% | |
| Vanguard Mid Cap Index Adm " | — | — | — | $24K | 0.3% | |
| BlackRock Strategic Income Opp Instl " | — | — | — | $19K | 0.2% | |
| Vanguard Target Retirement Income Fund " | — | — | — | $19K | 0.2% | |
| Calvert Bond Fund R6 " | — | — | — | $15K | 0.2% | |
| Vanguard Interm-Term Bond Index Adm " | — | — | — | $15K | 0.2% | |
| Vanguard Cash Reserves Federal MM Adm Mutual fund | — | — | — | $11K | 0.1% | |
| Impax Global Environmental Markets Instl " | — | — | — | $8K | <0.1% | |
| TCW MetWest Total Return Bond I " | — | — | — | $4K | <0.1% | |
| DFA U.S. Small Cap Value Portfolio I " | — | — | — | $3K | <0.1% | |
| DFA Emerging Markets Portfolio Inst " | — | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2065 Fund " | — | — | — | $1K | <0.1% |