Lynda Wallin signed Informa USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Informa USA, Inc.'s EIN is 04-2991330.
Download the official 2024 Form 5500 (PDF) for Informa USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Informa USA, Inc.'s plan includes a self-directed brokerage window, a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
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 | $234K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $164K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JPM Lg Cap Growth R6 Mutual Fund | Other securities | — | — | $82.9M | 10.9% | |
| Fidelity Freedom 2035 CP D Common Collective Trust | Common Collective Trusts | — | — | $61.9M | 8.1% | |
| FID FRDM 2035 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 202 | Common Collective Trust | — | — | $61.9M | 8.1% | |
| Fidelity Freedom 2030 CP D Common Collective Trust | Common Collective Trusts | — | — | $58.1M | 7.6% | |
| FID FRDM 2030 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 201 | Common Collective Trust | — | — | $58.1M | 7.6% | |
| Fidelity Freedom 2040 CP D Common Collective Trust | Common Collective Trusts | — | — | $56.0M | 7.3% | |
| FID FRDM 2040 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 203 | Common Collective Trust | — | — | $56.0M | 7.3% | |
| Fidelity Freedom 2045 CP D Common Collective Trust | Common Collective Trusts | — | — | $48.1M | 6.3% | |
| FID FRDM 2045 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 204 | Common Collective Trust | — | — | $48.1M | 6.3% | |
| Fidelity Freedom 2050 CP D Common Collective Trust | Common Collective Trusts | — | — | $44.7M | 5.9% | |
| FID FRDM 2050 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 205 | Common Collective Trust | — | — | $44.7M | 5.9% | |
| Fidelity Freedom 2025 CP D Common Collective Trust | Common Collective Trusts | — | — | $36.5M | 4.8% | |
| FID FRDM 2025 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 200 | Common Collective Trust | — | — | $36.5M | 4.8% | |
| Fidelity Freedom 2055 CP D Common Collective Trust | Common Collective Trusts | — | — | $28.7M | 3.8% | |
| FID FRDM 2055 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 206 | Common Collective Trust | — | — | $28.7M | 3.8% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $28.4M | 3.7% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $18.9M | 2.5% | |
| BlackRock Mid Cap Growth EQ K Mutual Fund | Other securities | — | — | $15.5M | 2.0% | |
| MFS Mid Cap Value CT Common Collective Trust | Common Collective Trusts | — | — | $14.8M | 1.9% | |
| Fidelity Intl Index Mutual Fund | Mutual Funds | — | — | $14.5M | 1.9% | |
| Fidelity Total Bond K6 Mutual Fund | Mutual Funds | — | — | $14.4M | 1.9% | |
| MFS Large Cap Value CT Common Collective Trust | Common Collective Trusts | — | — | $13.5M | 1.8% | |
| Fidelity Freedom 2060 CP D Common Collective Trust | Common Collective Trusts | — | — | $13.4M | 1.8% | |
| FID FRDM 2060 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 207 | Common Collective Trust | — | — | $13.4M | 1.8% | |
| Fidelity Government Mmkt K6 Money Market Fund | Mutual Funds | — | — | $13.4M | 1.8% | |
| Fidelity Balance K6 Mutual Fund | Mutual Funds | — | — | $13.1M | 1.7% | |
| Brokeragelink Self Directed Brokerage Funds | Self-Directed Brokerage | — | — | $11.9M | 1.6% | |
| Af Europac Growth R6 Mutual Fund | Other securities | — | — | $10.7M | 1.4% | |
| Fidelity Freedom 2020 CP D Common Collective Trust | Common Collective Trusts | — | — | $9.6M | 1.3% | |
| FID FRDM 2020 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 199 | Common Collective Trust | — | — | $9.6M | 1.3% | |
| Fidelity Us Bond Idx Mutual Fund | Common Collective Trusts | — | — | $8.4M | 1.1% | |
| Fidelity Extd Mkt Idx Mutual Fund | Common Collective Trusts | — | — | $8.3M | 1.1% | |
| J H Triton N Mutual Fund | Other securities | — | — | $7.8M | 1.0% | |
| American Beacon Small Cap Value R6 Mutual Fund | Other securities | — | — | $6.3M | 0.8% | |
| Calvert US Large Cap Cri R6 Mutual Fund | Other securities | — | — | $5.6M | 0.7% | |
| Af New Perspect R6 Mutual Fund | Other securities | — | — | $5.4M | 0.7% | |
| MGL Small Cap Core R6 Mutual Fund | Other securities | — | — | $5.2M | 0.7% | |
| Fidelity Freedom Inc CP D Common Collective Trust | Common Collective Trusts | — | — | $4.2M | 0.6% | |
| FID FRDM INC CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 195 | Common Collective Trust | — | — | $4.2M | 0.6% | |
| Invs Develop Mkt R6 Mutual Fund | Other securities | — | — | $4.2M | 0.6% | |
| Vang Infl Prot Adm Mutual Fund | Other securities | — | — | $3.7M | 0.5% | |
| FID FRDM 2065 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 208 | Common Collective Trust | — | — | $3.6M | 0.5% | |
| Fidelity Freedom 2065 CP D Common Collective Trust | Common Collective Trusts | — | — | $3.6M | 0.5% | |
| Notes receivable from participants maturity dates through March 2040 - | Other securities | — | — | $3.4M | 0.4% | |
| Fidelity Freedom 2015 CP D Common Collective Trust | Common Collective Trusts | — | — | $3.0M | 0.4% | |
| FID FRDM 2015 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 198 | Common Collective Trust | — | — | $3.0M | 0.4% | |
| Fidelity Freedom 2010 CP D Common Collective Trust | Common Collective Trusts | — | — | $1.4M | 0.2% | |
| FID FRDM 2010 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 197 | Common Collective Trust | — | — | $1.4M | 0.2% | |
| AB Global Bond Z Mutual Fund | Other securities | — | — | $635K | <0.1% | |
| Fidelity Govt Mmrk Prm Money Market Fund | Mutual Funds | — | — | $46K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CAPFINANCIAL PARTNERS LLC |
| 26-0058143 |
| — |
| INVESTMENT ADVISOR |
| $141K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AAFCPAS INC | 04-2571780 | — | ACCOUNTANT/AUDITOR | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ICE MILLER LLP | 35-0874357 | — | ATTORNEY/LEGAL | $57K | — |
