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Original filing (PDF)20251001134755NAL0012703553001
THE INTERPUBLIC GROUP OF COMPANIES, INC.
Form 5500
FILING_RECEIVED
THE INTERPUBLIC GROUP OF COMPANIES, INC. SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
21,182
Accounts w/ balance
33,543
Plan assets (EOY)
$4.1B
Net assets (EOY)
$4.1B
How this plan invests
This plan
16 pooled trusts
Schedule D
62 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 10 bps in Schedule C fees — 97% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE INTERPUBLIC GROUP OF COMPANIES, INC..
Plan sponsor
Name
THE INTERPUBLIC GROUP OF COMPANIES, INC.
EIN
13-1024020
Address
909 THIRD AVE 24TH FLOOR · NEW YORK, NY · 10022
Phone
(212) 704-1200
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSE COOPERS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $1.9M | — |
| ALLSPRING GLOBAL INVESTMENTS | 95-3692822 | — | NONE | $1.0M | — |
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $829K | — |
| JP MORGAN INVESTMENT MANAGEMENT | 13-3200244 | — | NONE | $202K | — |
| EMPOWER FINANCIAL SERVICES | 84-0965407 | — | NONE | $11K | — |
Investments
47 direct securities · 16 pooled funds· $4.3B(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.
Common Collective Trust
$2.8B
15 holdings
Uncategorized
$1.2B
47 holdings
Pooled Separate Account
$308.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NT S&P 500 INDEX FUND DC NL T5 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $907.4M | 22.2% | |
| DODGE & COX STOCK FUND CLASS X REGISTERED INVESTMENT COMPANY | — | — | — | $510.3M | 12.5% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $308.1M | 7.6% | |
| SMART RETIREMENT DRE 2045-CF-B JPMORGAN CHASE BANK · EIN 20-5819388 / PN 001 | Common Collective Trust | — | — | $283.7M | 7.0% | |
| WELLINGTON SMID CAP RESEARCH EQUITY WELLINGTON TRUST CO · EIN 04-6913417 / PN 129 | Common Collective Trust | — | — | $222.2M | 5.4% | |
| SMART RETIREMENT DRE 2040-CF-B JPMORGAN CHASE BANK · EIN 20-3063440 / PN 001 | Common Collective Trust | — | — | $220.1M | 5.4% | |
| SMART RETIREMENT DRE 2035-CF-B JPMORGAN CHASE BANK · EIN 20-5819181 / PN 001 | Common Collective Trust | — | — | $196.6M | 4.8% | |
| wrappers discussed in note *** below. Empower Trust Company, LLC certifies the Stable Value Fund contract value of $164,892,914. All investments are participant-directed. As allowed | — | — | — | $164.9M | 4.0% | |
| SMART RETIREMENT DRE 2050-CF-B JPMORGAN CHASE BANK · EIN 20-5819476 / PN 001 | Common Collective Trust | — | — | $162.5M | 4.0% | |
| SMART RETIREMENT DRE 2030-CF-B JPMORGAN CHASE BANK · EIN 20-3063387 / PN 001 | Common Collective Trust | — | — | $148.5M | 3.6% | |
| NT AGGREGATE BOND INDEX FUND NL T4 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $146.3M | 3.6% | |
| SMART RETIREMENT DRE 2055-CF-B JPMORGAN CHASE BANK · EIN 45-5595944 / PN 001 | Common Collective Trust | — | — | $132.0M | 3.2% | |
| INTERMEDIATE BOND FUND JPMORGAN CHASE BANK · EIN 30-0224496 / PN 001 | Common Collective Trust | — | — | $113.1M | 2.8% | |
| EMPOWER BROKERAGE SELF-DIRECTED BROKERAGE | — | — | — | $77.5M | 1.9% | |
| SMART RETIREMENT DRE 2025-CF-B JPMORGAN CHASE BANK · EIN 20-5819098 / PN 001 | Common Collective Trust | — | — | $67.3M | 1.7% | |
| SMART RETIREMENT DRE 2060-CF-B JPMORGAN CHASE BANK · EIN 81-3221155 / PN 001 | Common Collective Trust | — | — | $66.9M | 1.6% | |
| PIMCO HIGH YIELD INSTL REGISTERED INVESTMENT COMPANY | — | — | — | $55.7M | 1.4% | |
| JPMCB SMARTRETIREMENT DRE INC FUND-CF-B COMMON/COLLECTIVE TRUST | — | — | — | $54.4M | 1.3% | |
| SMART RETIREMENT DRE INCOME-CF-B JPMORGAN CHASE BANK · EIN 20-3063490 / PN 001 | Common Collective Trust | — | — | $54.4M | 1.3% | |
| JHANCOCK INCOME R6 REGISTERED INVESTMENT COMPANY | — | — | — | $45.2M | 1.1% | |
| INTERMEDIATE INCOME BOND FUND JP MORGAN CHASE BANK · EIN 81-2998560 / PN 001 | Common Collective Trust | — | — | $36.4M | 0.9% | |
| MICROSOFT CORP COMMON STOCK | — | — | — | $27.1M | 0.7% | |
| AMAZON.COM INC COMMON STOCK | — | — | — | $25.6M | 0.6% | |
| APPLE INC COMMON STOCK | — | — | — | $23.9M | 0.6% | |
| NOTES RECEIVABLE FROM PARTICIPANTS LOANS, UP TO 20 YEARS MATURITY (2025 -2034) | — | — | — | $20.9M | 0.5% | |
| NVIDIA CORP COMMON STOCK | — | — | — | $20.1M | 0.5% | |
| META PLATFORMS INC COMMON STOCK | — | — | — | $19.0M | 0.5% | |
| VISA INC - CL A COMMON STOCK | — | — | — | $11.3M | 0.3% | |
| ALPHABET INC - CL A COMMON STOCK | — | — | — | $9.8M | 0.2% | |
| SALESFORCE COM INC COMMON STOCK | — | — | — | $9.0M | 0.2% | |
| SERVICENOW INC COMMON STOCK | — | — | — | $7.8M | 0.2% | |
| MOTOROLA SOLUTIONS INC COMMON STOCK | — | — | — | $7.8M | 0.2% | |
| THE INTERPUBLIC GROUP OF COMPANIES, INC COMPANY STOCK | — | — | — | $7.1M | 0.2% | |
| BROADCOM INC COMMON STOCK | — | — | — | $6.7M | 0.2% | |
| TRADEWEB MARKETS INC COMMON STOCK | — | — | — | $6.4M | 0.2% | |
| GENERAL ELECTRIC CO COMMON STOCK | — | — | — | $6.3M | 0.2% | |
| ARISTA NETWORKS INC COMMON STOCK | — | — | — | $6.3M | 0.2% | |
| BOSTON SCIENTIFIC CORP COMMON STOCK | — | — | — | $6.3M | 0.2% | |
| NETFLIX INC COMMON STOCK | — | — | — | $5.9M | 0.1% | |
| BOOKING HOLDINGS INC COMMON STOCK | — | — | — | $5.9M | 0.1% | |
| LIQUIDITY FUND JPMORGAN CHASE BANK · EIN 13-6285055 / PN 001 | Common Collective Trust | — | — | $5.7M | 0.1% | |
| DOORDASH INC COMMON STOCK | — | — | — | $5.6M | 0.1% | |
| CADENCE DESIGN SYSTEMS INC COMMON STOCK | — | — | — | $5.5M | 0.1% | |
| PROGRESSIVE CORP COMMON STOCK | — | — | — | $5.2M | 0.1% | |
| S&P GLOBAL INC COMMON STOCK | — | — | — | $5.0M | 0.1% | |
| OLD DOMINION FREIGHT LINE INC COMMON STOCK | — | — | — | $5.0M | 0.1% | |
| KKR & CO INC - CL A COMMON STOCK | — | — | — | $4.8M | 0.1% | |
| JP MORGAN TRUST II US TREAS PLUS MMF INST CLASS CASH & CASH EQUIVALENTS | — | — | — | $4.7M | 0.1% | |
| GARTNER INC COMMON STOCK | — | — | — | $4.5M | 0.1% | |
| MERCADOLIBRE INC COMMON STOCK | — | — | — | $4.2M | 0.1% | |
| UNITEDHEALTH GROUP INC COMMON STOCK | — | — | — | $4.2M | 0.1% | |
| SPOTIFY TECHNOLOGY SA COMMON STOCK | — | — | — | $4.1M | 0.1% | |
| GLOBANT SA COMMON STOCK | — | — | — | $4.0M | <0.1% | |
| INTUITIVE SURGICAL INC COMMON STOCK | — | — | — | $3.8M | <0.1% | |
| ARGENX SE AMERICAN DEPOSITORY RECEIPTS | — | — | — | $3.8M | <0.1% | |
| DANAHER CORP COMMON STOCK | — | — | — | $3.6M | <0.1% | |
| DATADOG INC - CL A COMMON STOCK | — | — | — | $3.6M | <0.1% | |
| ANALOG DEVICES INC COMMON STOCK | — | — | — | $3.5M | <0.1% | |
| PULTEGROUP INC COMMON STOCK | — | — | — | $3.0M | <0.1% | |
| EMCOR GROUP INC COMMON STOCK | — | — | — | $1.9M | <0.1% | |
| SHERWIN WILLIAMS CO COMMON STOCK | — | — | — | $1.5M | <0.1% | |
| THE STANDARD STABLE ASSET FUND X GENERAL ACCOUNTS VEHICLE | — | — | — | $306K | <0.1% | |
| PUBLICLY TRADED PARTNERSHIPS SELF-DIRECTED BROKERAGE | — | — | — | $30K | <0.1% |