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Original filing (PDF)20251003112927NAL0003265970001
WOOD MACKENZIE, INC.
Form 5500
FILING_RECEIVED
WOOD MACKENZIE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
558
Accounts w/ balance
915
Plan assets (EOY)
$122.9M
Net assets (EOY)
$122.9M
How this plan invests
This plan
8 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WOOD MACKENZIE, INC..
Plan sponsor
Name
WOOD MACKENZIE, INC.
EIN
01-0564533
Address
5847 SAN FELIPE ST. 10TH FLOOR · STE 1000 · HOUSTON, TX · 77057
Phone
(713) 470-1600
Industry
Professional & Technical 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
2025-10-03
Pension benefit codes
2F · ERISA section 404(c)
2E · Profit-sharing
2A · Age/service weighted or new comparability
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $30K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 13-4064930 | — | INVESTMENT ADVISORY | $76K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $40K | — |
Investments
26 direct securities · 8 pooled funds· $121.0M(98% 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
$120.1M
26 holdings
Common Collective Trust
$906K
6 holdings
Pooled Separate Account
$0
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2045 Fund " | — | — | — | $19.2M | 15.6% | |
| Fidelity Freedom Index 2050 Fund " | — | — | — | $17.7M | 14.4% | |
| Fidelity 500 Index Fund " | — | — | — | $16.4M | 13.4% | |
| Fidelity Freedom Index 2055 Fund " | — | — | — | $12.5M | 10.2% | |
| Fidelity Freedom Index 2060 Fund " | — | — | — | $8.7M | 7.0% | |
| Fidelity Freedom Index 2040 Fund " | — | — | — | $8.3M | 6.7% | |
| Fidelity Freedom Index 2035 Fund " | — | — | — | $8.0M | 6.5% | |
| Fidelity Freedom Index 2030 Fund " | — | — | — | $7.9M | 6.5% | |
| T. Rowe Price Large-Cap Growth Fund " | — | — | — | $3.8M | 3.1% | |
| Fidelity Freedom Index 2020 Fund " | — | — | — | $3.2M | 2.6% | |
| Fidelity Freedom Index 2065 Fund " | — | — | — | $3.2M | 2.6% | |
| Fidelity Extended Market Index Fund " | — | — | — | $1.5M | 1.2% | |
| Dodge & Cox Stock Fund " | — | — | — | $1.5M | 1.2% | |
| Fidelity Freedom Index 2015 Fund " | — | — | — | $1.5M | 1.2% | |
| Fidelity Government Money Market Fund " | — | — | — | $1.5M | 1.2% | |
| Fidelity Global Ex U.S. Index Fund " | — | — | — | $1.4M | 1.1% | |
| Fidelity U.S. Bond Index Fund " | — | — | — | $1.3M | 1.0% | |
| Fidelity Freedom Index 2025 Fund " | — | — | — | $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 | — | — | — | $467K | 0.4% | |
| Brokeragelink Self-directed brokerage account | — | — | — | $396K | 0.3% | |
| American Funds New World Fund " | — | — | — | $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 " | — | — | — | $194K | 0.2% | |
| Fidelity Inflation-Protected Bond Index Fund " | — | — | — | $150K | 0.1% | |
| Principal Global Real Estate Securities Fund " | — | — | — | $47K | <0.1% | |
| Fidelity Freedom Index Income Fund " | — | — | — | $5K | <0.1% | |
| Fidelity Freedom Index 2070 Fund " | — | — | — | $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% |