Daniel Pickelner signed Wood Mackenzie, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wood Mackenzie, Inc.'s EIN is 01-0564533.
Download the official 2024 Form 5500 (PDF) for Wood Mackenzie, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wood Mackenzie, Inc.'s plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, a self-directed brokerage window, 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 | $40K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2045 Fund " | Mutual Funds | — | — | $19.2M | 15.6% | |
| Fidelity Freedom Index 2050 Fund " | Mutual Funds | — | — | $17.7M | 14.4% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $16.4M | 13.4% | |
| Fidelity Freedom Index 2055 Fund " | Mutual Funds | — | — | $12.5M | 10.2% | |
| Fidelity Freedom Index 2060 Fund " | Mutual Funds | — | — | $8.7M | 7.0% | |
| Fidelity Freedom Index 2040 Fund " | Mutual Funds | — | — | $8.3M | 6.7% | |
| Fidelity Freedom Index 2035 Fund " | Mutual Funds | — | — | $8.0M | 6.5% | |
| Fidelity Freedom Index 2030 Fund " | Mutual Funds | — | — | $7.9M | 6.5% | |
| T. Rowe Price Large-Cap Growth Fund " | Other securities | — | — | $3.8M | 3.1% | |
| Fidelity Freedom Index 2020 Fund " | Mutual Funds | — | — | $3.2M | 2.6% | |
| Fidelity Freedom Index 2065 Fund " | Mutual Funds | — | — | $3.2M | 2.6% | |
| Fidelity Extended Market Index Fund " | Common Collective Trusts | — | — | $1.5M | 1.2% | |
| Dodge & Cox Stock Fund " | Mutual Funds | — | — | $1.5M | 1.2% | |
| Fidelity Freedom Index 2015 Fund " | Mutual Funds | — | — | $1.5M | 1.2% | |
| Fidelity Government Money Market Fund " | Mutual Funds | — | — | $1.5M | 1.2% | |
| Fidelity Global Ex U.S. Index Fund " | Common Collective Trusts | — | — | $1.4M | 1.1% | |
| Fidelity U.S. Bond Index Fund " | Common Collective Trusts | — | — | $1.3M | 1.0% | |
| Fidelity Freedom Index 2025 Fund " | Mutual Funds | — | — | $847K | 0.7% | |
| BTW SMID CAP CIT BOSTON TRUST WALDEN COMPANY · EIN 85-6529039 / PN 001 | Common Collective Trust | — | — | $610K | 0.5% | |
| PIMCO Income Fund Mutual fund | Mutual Funds | — | — | $467K | 0.4% | |
| Brokeragelink Self-directed brokerage account | Self-Directed Brokerage | — | — | $396K | 0.3% | |
| American Funds New World Fund " | Mutual Funds | — | — | $382K | 0.3% | |
| MFS INTL EQUITY 3B MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $296K | 0.2% | |
| Baird Core Plus Bond Fund " | Other securities | — | — | $194K | 0.2% | |
| Fidelity Inflation-Protected Bond Index Fund " | Common Collective Trusts | — | — | $150K | 0.1% | |
| Principal Global Real Estate Securities Fund " | Other securities | — | — | $47K | <0.1% | |
| Fidelity Freedom Index Income Fund " | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Freedom Index 2070 Fund " | Mutual Funds | — | — | $1K | <0.1% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AB US LG CP GR CIT W SRS P1 GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM TOTAL RTRN BND CIT CLS R GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $0 | <0.1% | |
| AB US SM AND MD CAP VAL CL P1 GREAT GRAY TRUST COMPANY · EIN 38-4116868 / PN 532 | Common Collective Trust | — | — | $0 | <0.1% | |
| AB GLOBAL CORE EQUITY CLASS P1 GREAT GRAY TRUST COMPANY · EIN 38-4139849 / PN 627 | 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.
| 13-4064930 |
| — |
| INVESTMENT ADVISORY |
| $76K |
| — |
