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Original filing (PDF)20251014141857NAL0002998929001
INFORMA USA, INC.
Form 5500
FILING_RECEIVED
INFORMA USA, INC. 401(K) PLAN
401(k) retirement plan
Active participants
3,814
Accounts w/ balance
6,507
Plan assets (EOY)
$763.3M
Net assets (EOY)
$763.3M
How this plan invests
This plan
16 pooled trusts
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 8 bps in Schedule C fees — modestly above peer band of 6 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INFORMA USA, INC..
Plan sponsor
Name
INFORMA USA, INC.
EIN
04-2991330
Address
1983 MARCUS AVENUE · STE 250 · LAKE SUCCESS, NY · 11042
Phone
(212) 600-3400
Industry
Information / Tech / Mediasee 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
2025-10-14
Pension benefit codes
2R · Participant-directed brokerage (SDBA)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2U · Association Retirement Plan
Audit & trust (Schedule H)
Auditor
AAFCPAS INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $234K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $164K | — |
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | INVESTMENT ADVISOR | $141K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AAFCPAS INC | 04-2571780 | — | ACCOUNTANT/AUDITOR | $21K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ICE MILLER LLP | 35-0874357 | — | ATTORNEY/LEGAL | $57K | — |
Investments
36 direct securities · 16 pooled funds· $1.2B(100% 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
$744.0M
36 holdings
Common Collective Trust
$416.5M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party-In- Identity of Issue, Borrower, Rate of Interest, Collateral, Current Interest Lessor, or Similar Party Par, or Maturity Value Cost Value ** Fidelity 500 Index Mutual Fund | — | — | — | $111.2M | 14.6% | |
| JPM Lg Cap Growth R6 Mutual Fund | — | — | — | $82.9M | 10.9% | |
| Fidelity Freedom 2035 CP D Common Collective Trust | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $15.5M | 2.0% | |
| MFS Mid Cap Value CT Common Collective Trust | — | — | — | $14.8M | 1.9% | |
| Fidelity Intl Index Mutual Fund | — | — | — | $14.5M | 1.9% | |
| Fidelity Total Bond K6 Mutual Fund | — | — | — | $14.4M | 1.9% | |
| MFS Large Cap Value CT Common Collective Trust | — | — | — | $13.5M | 1.8% | |
| Fidelity Freedom 2060 CP D Common Collective Trust | — | — | — | $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 | — | — | — | $13.4M | 1.8% | |
| Fidelity Balance K6 Mutual Fund | — | — | — | $13.1M | 1.7% | |
| Brokeragelink Self Directed Brokerage Funds | — | — | — | $11.9M | 1.6% | |
| Af Europac Growth R6 Mutual Fund | — | — | — | $10.7M | 1.4% | |
| Fidelity Freedom 2020 CP D Common Collective Trust | — | — | — | $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 | — | — | — | $8.4M | 1.1% | |
| Fidelity Extd Mkt Idx Mutual Fund | — | — | — | $8.3M | 1.1% | |
| J H Triton N Mutual Fund | — | — | — | $7.8M | 1.0% | |
| American Beacon Small Cap Value R6 Mutual Fund | — | — | — | $6.3M | 0.8% | |
| Calvert US Large Cap Cri R6 Mutual Fund | — | — | — | $5.6M | 0.7% | |
| Af New Perspect R6 Mutual Fund | — | — | — | $5.4M | 0.7% | |
| MGL Small Cap Core R6 Mutual Fund | — | — | — | $5.2M | 0.7% | |
| Fidelity Freedom Inc CP D Common Collective Trust | — | — | — | $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 | — | — | — | $4.2M | 0.6% | |
| Vang Infl Prot Adm Mutual Fund | — | — | — | $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 | — | — | — | $3.6M | 0.5% | |
| Notes receivable from participants maturity dates through March 2040 - | — | — | — | $3.4M | 0.4% | |
| Fidelity Freedom 2015 CP D Common Collective Trust | — | — | — | $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 | — | — | — | $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 | — | — | — | $635K | <0.1% | |
| Fidelity Govt Mmrk Prm Money Market Fund | — | — | — | $46K | <0.1% | |
| FID FRDM 2005 CP D FIAM TRUST COMPANY · EIN 20-4659714 / PN 196 | Common Collective Trust | — | — | $0 | <0.1% |