Michelle Bonomini signed Cengage Learning, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cengage Learning, Inc.'s EIN is 59-2124491.
Download the official 2024 Form 5500 (PDF) for Cengage Learning, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cengage Learning, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $163K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $125K | — |
| CAPFINANCIAL PARTNERS, LLC. |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $81.9M | 12.4% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $72.1M | 10.9% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $67.3M | 10.2% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $64.2M | 9.7% | |
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $62.9M | 9.5% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $48.4M | 7.3% | |
| Harbor Capital Appreciation CIT Common/collective trust | Common Collective Trusts | — | — | $40.8M | 6.2% | |
| HARBOR CAP APPR R HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $40.8M | 6.2% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $30.9M | 4.7% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $29.9M | 4.5% | |
| Fidelity Extended Market Index Fund Mutual fund | Common Collective Trusts | — | — | $17.7M | 2.7% | |
| American Beacon Large Cap Value Mutual fund | Other securities | — | — | $14.0M | 2.1% | |
| Dodge & Cox International Fund Mutual fund | Mutual Funds | — | — | $12.7M | 1.9% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $12.6M | 1.9% | |
| Fidelity International Index Fund Mutual fund | Common Collective Trusts | — | — | $11.3M | 1.7% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $10.7M | 1.6% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $10.7M | 1.6% | |
| Federated U.S. Treasury Cash Reserves Institutional Shares Mutual fund | Cash / Money Market | — | — | $10.5M | 1.6% | |
| Dodge & Cox Income X Mutual fund | Mutual Funds | — | — | $9.2M | 1.4% | |
| CRLN E Mid Cap Gr R6 Mutual fund | Other securities | — | — | $8.5M | 1.3% | |
| JPMorgan Mid Cap Value L Mutual fund | Other securities | — | — | $7.7M | 1.2% | |
| Victory S Smco Op R6 Mutual fund | Other securities | — | — | $6.9M | 1.0% | |
| Vanguard Explorer Fund Admiral Mutual fund | Mutual Funds | — | — | $6.9M | 1.0% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $6.4M | 1.0% | |
| maturing at various dates, secured by participant account balance | Other securities | — | — | $5.0M | 0.8% | |
| Fidelity US Bond Index Fund Mutual fund | Common Collective Trusts | — | — | $4.7M | 0.7% | |
| PIMCO Real Return Fund Mutual fund | Mutual Funds | — | — | $3.4M | 0.5% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.2M | 0.3% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $352K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 26-0058143 |
| — |
| INVESTMENT ADVISOR |
| $115K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHNREZNICK LLP | 33-4144829 | — | ACCOUNTANT/AUDITOR | $30K | — |
