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Original filing (PDF)20251015121307NAL0002385635001
ANTHOLOGY INC.
Form 5500
FILING_RECEIVED
ANTHOLOGY INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
1,097
Accounts w/ balance
2,045
Plan assets (EOY)
$270.1M
Net assets (EOY)
$270.1M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANTHOLOGY INC..
Plan sponsor
Name
ANTHOLOGY INC.
DBA
BLACKBOARD INC.
EIN
65-0518155
Address
5201 CONGRESS AVE · BOCA RATON, FL · 33487
Phone
(561) 923-2500
Industry
Educational Servicessee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $125K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | INVESTMENT ADVISOR | $45K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 44-0160260 | — | ACCOUNTANT/AUDITOR | $43K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ISLER DARE, P.C. | 54-1844836 | — | ATTORNEY/LEGAL | $27K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
25 direct securities · 1 pooled fund· $268.6M(99% of reported assets)
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.
Uncategorized
$222.5M
24 holdings
Mutual Funds
$44.4M
1 holding
Pooled Separate Account
$1.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity Investments 500 Index Fund | Mutual Funds | — | — | $44.4M | 16.4% | |
| Fidelity Investments Contrafund Fund | — | — | — | $44.1M | 16.3% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $25.4M | 9.4% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $21.1M | 7.8% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $21.0M | 7.8% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $19.9M | 7.4% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $12.3M | 4.5% | |
| Fidelity Investments Extended Market Index Fund | — | — | — | $8.4M | 3.1% | |
| Vanguard Target Retirement 2055 | — | — | — | $8.2M | 3.1% | |
| T. Rowe Price Mid-Cap Growth Fund | — | — | — | $8.2M | 3.1% | |
| Massachusetts Financial Services International Growth Fund | — | — | — | $5.7M | 2.1% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $5.5M | 2.0% | |
| Massachusetts Financial Services Value Fund | — | — | — | $5.3M | 1.9% | |
| Baron Small Cap Fund Institutional Fund | — | — | — | $4.8M | 1.8% | |
| JH Capital Funds Disciplined Value Mid Cap Fund | — | — | — | $4.5M | 1.7% | |
| Fidelity Investments International Index Fund | — | — | — | $4.5M | 1.7% | |
| Dodge & Cox Income Fund | — | — | — | $4.2M | 1.6% | |
| Fidelity Investments Low-Priced Stock Fund | — | — | — | $4.0M | 1.5% | |
| Vanguard Federal Money Market Fund | — | — | — | $4.0M | 1.5% | |
| Fidelity Investments US Bond Index Fund | — | — | — | $3.5M | 1.3% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $2.4M | 0.9% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $2.3M | 0.8% | |
| PSA NO. 25 STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $1.8M | 0.7% | |
| Victory Capital InVest Smal Company Opportunity Fund | — | — | — | $1.5M | 0.6% | |
| Vanguard Target Retirement Income Fund | — | — | — | $871K | 0.3% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $825K | 0.3% |
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