Tanya Matos signed Bloomsbury Publishing Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bloomsbury Publishing Inc.'s EIN is 98-0200610.
Download the official 2024 Form 5500 (PDF) for Bloomsbury Publishing Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bloomsbury Publishing Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, | 26-0058143 | — | INVESTMENT ADVISORY | $55K | — |
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 Tgt Rmt 2050 Inv Fund | Mutual Funds | — | $0 | $4.2M | 16.6% | |
| Vanguard Tgt Rmt 2045 Inv Fund | Mutual Funds | — | $0 | $2.4M | 9.6% | |
| Vanguard Tgt Rmt 2055 Inv Fund | Mutual Funds | — | $0 | $2.4M | 9.6% | |
| NT COL S&P 500 IDX FD DC NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 002 | Common Collective Trust | — | $0 | $2.4M | 9.4% | |
| Vanguard Tgt Rmt 2060 Inv Fund | Mutual Funds | — | $0 | $2.0M | 7.9% | |
| Vanguard Tgt Rmt 2040 Inv Fund | Mutual Funds | — | $0 | $1.9M | 7.3% | |
| VANGUARD TGT RMT 2070 INV FUND | Mutual Funds | — | $0 | $1.8M | 7.0% | |
| Vanguard Tgt Rmt 2065 Inv Fund | Mutual Funds | — | $0 | $1.8M | 6.9% | |
| Vanguard Tgt Rmt 2035 Inv Fund | Mutual Funds | — | $0 | $1.3M | 5.3% | |
| Participant Loans | Participant loans | — | $0 | $1.2M | 4.6% | |
| Vanguard Tgt Rmt 2025 Inv Fund | Mutual Funds | — | $0 | $657K | 2.6% | |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY TRUST COMPANY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $624K | 2.5% | |
| NT Col ACWI xUS I Mt Ix DCNL 4 | Other securities | — | $0 | $624K | 2.5% | |
| NT COL EXTD EQ MKT IDX DC NL 4 NORTHERN TRUST · EIN 45-6138589 / PN 110 | Common Collective Trust | — | $0 | $504K | 2.0% | |
| GALLIARD STABLE RETURN E SEI TRUST COMPANY · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $345K | 1.4% | |
| MFS Large Cap Value CIT Cl CT | Common Collective Trusts | — | $0 | $345K | 1.4% | |
| Galliard Stable Return E | Other securities | — | $0 | $333K | 1.3% | |
| Vanguard Tgt Rmt 2030 Inv Fund | Mutual Funds | — | $0 | $329K | 1.3% | |
| MFS Mid Cap Value Fd Cl CT | Mutual Funds | — | $0 | $218K | 0.9% | |
| Vanguard Tgt Rmt 2020 Inv Fund | Mutual Funds | — | $0 | $166K | 0.7% | |
| NT COLL AGG BD IDX FD - NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $166K | 0.7% | |
| JP Morgan Large Cap Gr R6 Fd | Other securities | — | $0 | $139K | 0.5% | |
| MassMutual Sm Cp Gwth Eq CT Fd | Other securities | — | $0 | $136K | 0.5% | |
| GreatGray Trust Euro Growth CT | Other securities | — | $0 | $127K | 0.5% | |
| MFS Mid Cap Growth Fd Cl CT | Mutual Funds | — | $0 | $112K | 0.4% | |
| GREATGRAY TRUST EURO GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $112K | 0.4% | |
| Vanguard Tgt Rmt Inc Inv Fund | Mutual Funds | — | $0 | $86K | 0.3% | |
| MASSMUTUAL SM CP GWTH EQ CT FD GREAT GRAY TRUST COMPANY · EIN 38-7271375 / PN 756 | Common Collective Trust | — | — | $66K | 0.3% | |
| American Funds NewPrsp R6 Fnd | Mutual Funds | — | $0 | $66K | 0.3% | |
| MFS MID CAP VALUE FD CL CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $44K | 0.2% | |
| BlackRock Total Return K Fund | Other securities | — | $0 | $44K | 0.2% | |
| American Funds SMCAP Wld R6 Fd | Mutual Funds | — | $0 | $44K | 0.2% | |
| MFS MID CAP GROWTH FD CL CT GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $44K | 0.2% | |
| American Beacon Sm Cp Val R6 Fd | Other securities | — | $0 | $21K | <0.1% | |
| NT Coll Agg Bd Idx Fd - NL T4 | Common Collective Trusts | — | $0 | $13K | <0.1% | |
| Dodge & Cox Global Stock X Fd | Mutual Funds | — | $0 | $8K | <0.1% | |
| NT COL ACWI XUS I MT IX DCNL 4 NORTHERN TRUST · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $8K | <0.1% | |
| MORLEY STABLE VALUE VI FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
