Eric Record signed Wolters Kluwer United States, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wolters Kluwer United States, Inc.'s EIN is 13-3577870.
Download the official 2024 Form 5500 (PDF) for Wolters Kluwer United States, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wolters Kluwer United States, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $541K | — |
| MERCER INVESTMENT ADVISERS LLC | 30-0282430 | — | NONE | $319K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVT. INST. OPS. CO. INC. |
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 | |||||
|---|---|---|---|---|---|---|
| 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 | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $86.5M | 3.6% | |
| Collective trusts * Fidelity Investments Managed Income Portfolio II Class 4 | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $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 | Common Collective Trusts | — | — | $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 | Bonds / Notes | — | — | $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 | Common Collective Trusts | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2647786 |
| — |
| NONE |
| $585K |
| — |
