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Original filing (PDF)20251015124323NAL0002426419001
WOLTERS KLUWER UNITED STATES, INC.
Form 5500
FILING_RECEIVED
WOLTERS KLUWER 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
8,693
Accounts w/ balance
12,602
Plan assets (EOY)
$2.4B
Net assets (EOY)
$2.4B
How this plan invests
This plan
18 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
100
Knocking points off
- 6 bps in Schedule C fees — modestly 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 WOLTERS KLUWER UNITED STATES, INC..
Plan sponsor
Name
WOLTERS KLUWER UNITED STATES, INC.
EIN
13-3577870
Address
2700 LAKE COOK ROAD · RIVERWOODS, IL · 600153867
Phone
(847) 580-5000
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVT. INST. OPS. CO. INC. | 04-2647786 | — | NONE | $585K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $541K | — |
| MERCER INVESTMENT ADVISERS LLC | 30-0282430 | — | NONE | $319K | — |
Investments
10 direct securities · 18 pooled funds· $2.5B(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
$1.7B
18 holdings
Uncategorized
$733.0M
8 holdings
Mutual Funds
$49.5M
1 holding
Common Stocks
$525K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID CONTRAFUND CMGLD POOL CL K FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $378.8M | 15.9% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $353.3M | 14.8% | |
| TARGET RETIREMENT 2030 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $189.1M | 7.9% | |
| TARGET RETIREMENT 2035 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $186.8M | 7.8% | |
| TARGET RETIREMENT 2040 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $176.9M | 7.4% | |
| TARGET RETIREMENT 2045 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $147.3M | 6.2% | |
| TARGET RETIREMENT 2025 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $120.3M | 5.0% | |
| TARGET RETIREMENT 2050 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $101.5M | 4.3% | |
| Fidelity Investments Extended Market Index Fund | — | — | — | $86.5M | 3.6% | |
| Collective trusts * Fidelity Investments Managed Income Portfolio II Class 4 | — | — | — | $83.7M | 3.5% | |
| FID MIP II CL 4 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $83.7M | 3.5% | |
| Fidelity Investments Fidelity Diversified International Commingled Pool Class A | — | — | — | $70.0M | 2.9% | |
| FID DIV INT CMGLD POOL CL K FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 134 | Common Collective Trust | — | — | $70.0M | 2.9% | |
| TARGET RETIREMENT 2055 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $61.8M | 2.6% | |
| TARGET RETIREMENT 2020 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $55.2M | 2.3% | |
| PRUDENTIAL CORE PLUS BOND FUND PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $53.0M | 2.2% | |
| Fidelity Investments Fidelity Investments Money Market Treasury Only - Institutional Class | — | — | — | $52.6M | 2.2% | |
| The Vanguard Group Total International Stock Index Instl. | Mutual Funds | — | — | $49.5M | 2.1% | |
| Fidelity Investments U.S. Bond Equity Index Fund | — | — | — | $48.0M | 2.0% | |
| WILLIAM BLAIR US SMALL-MID CAP CORE GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 016 | Common Collective Trust | — | — | $39.1M | 1.6% | |
| TARGET RETIREMENT INCOME TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $28.4M | 1.2% | |
| Participant loans * Notes receivables from participants Participant loans, interest rates ranging from 3.25% to 10.5%, maturing 2025 through 2034 | — | — | — | $25.8M | 1.1% | |
| TARGET RETIREMENT 2060 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $22.4M | 0.9% | |
| Northern Trust Company Global Sustainability Index Fund | — | — | — | $13.2M | 0.6% | |
| TARGET RETIREMENT 2065 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $6.1M | 0.3% | |
| TARGET RETIREMENT 2070 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $585K | <0.1% | |
| Walt Disney Company Common stock | Common Stocks | — | — | $525K | <0.1% | |
| FID US EQ INDX CMGLD POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% |