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Original filing (PDF)20251117093500NAL0000626915001
WPP GROUP USA, INC.
Form 5500
FILING_RECEIVED
THE SAVINGS AND INVESTMENT PLAN
401(k) retirement plan
Signals · 2
Late filing · 0.0 moNo recordkeeper disclosed
Active participants
19,575
Accounts w/ balance
40,113
Plan assets (EOY)
$4.7B
Net assets (EOY)
$4.7B
How this plan invests
This plan
30 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WPP GROUP USA, INC..
Plan sponsor
Name
WPP GROUP USA, INC.
EIN
20-4031493
Address
3 WORLD TRADE CENTER, 31ST FLOOR · 175 GREENWICH STREET · NEW YORK, NY · 10007
Phone
(212) 632-2200
Industry
Professional & Technical Servicessee 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
2025-11-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2A · Age/service weighted or new comparability
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $1.1M | — |
| MERCER | 13-2834414 | — | NONE | $163K | — |
| CAPFINANCIAL PARTNERS, LLC. | 26-0058143 | — | NONE | $159K | — |
| DAVIS & GILBERT, LLP | 13-1504385 | — | NONE | $131K | — |
| PKF O'CONNOR DAVIES | 27-1728945 | — | NONE | $63K | — |
Investments
14 direct securities · 30 pooled funds· $4.7B(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
$3.6B
30 holdings
Uncategorized
$763.8M
13 holdings
Mutual Funds
$353.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VFTC INSTRITUTIONAL 500 INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | $4.0M | $573.1M | 12.2% | |
| VFTC TARGET RET 2045 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944355 / PN 001 | Common Collective Trust | — | $5.5M | $359.2M | 7.6% | |
| VFTC TARGET RET 2050 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944390 / PN 001 | Common Collective Trust | — | $5.3M | $356.9M | 7.6% | |
| S SHARES / UNITS * Vanguard PRIMECAP Fund Admiral Shares | Mutual Funds | — | $2.1M | $353.4M | 7.5% | |
| VFTC TARGET RET 2040 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941351 / PN 001 | Common Collective Trust | — | $5.1M | $321.0M | 6.8% | |
| VFTC TARGET RET 2035 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941311 / PN 001 | Common Collective Trust | — | $5.3M | $318.0M | 6.8% | |
| JPMCB LARGE CAP GR CF-A CLASS JPMORGAN ASSET MANAGEMENT · EIN 45-4173185 / PN 001 | Common Collective Trust | — | $2.8M | $308.8M | 6.6% | |
| VFTC TARGET RET 2055 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948719 / PN 001 | Common Collective Trust | — | $3.9M | $259.0M | 5.5% | |
| VFTC TARGET RET 2030 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938065 / PN 001 | Common Collective Trust | — | $4.5M | $255.2M | 5.4% | |
| VFTC RETIREMENT SAVINGS TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5455475 / PN 023 | Common Collective Trust | — | $212.4M | $212.4M | 4.5% | |
| VFTC TARGET RET 2025 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938034 / PN 001 | Common Collective Trust | — | $2.9M | $155.5M | 3.3% | |
| Vanguard Equity Income Fund Admiral Shares | — | — | $1.7M | $150.4M | 3.2% | |
| T. Rowe Price Institutional Sm. Cap Stock Fund: Inst'l Cl | — | — | $5.0M | $124.3M | 2.6% | |
| VFTC TARGET RET 2060 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948754 / PN 001 | Common Collective Trust | — | $1.8M | $119.0M | 2.5% | |
| VANGUARD INST TOT BOND MKT IND TRUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | $949K | $97.3M | 2.1% | |
| Vanguard Wellington Fund Admiral Shares | — | — | $1.3M | $97.1M | 2.1% | |
| VANGUARD INST EXT MARKET INDEX TRUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | $618K | $79.4M | 1.7% | |
| American Funds EuroPacific Growth Fund; Class R-6 | — | — | $1.5M | $78.0M | 1.7% | |
| T. Rowe Price Institutional Mid Cap Equity Growth Fund | — | — | $1.3M | $77.4M | 1.6% | |
| VFTC TARGET RET 2020 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6935530 / PN 001 | Common Collective Trust | — | $1.3M | $65.3M | 1.4% | |
| JPMorgan Mid Cap Value Fund; Class R6 | — | — | $1.5M | $55.0M | 1.2% | |
| Vanguard Institutional Total International Stock Market Index Trust | — | — | $453K | $54.3M | 1.2% | |
| VFTC INST TOTAL INTL ST MRKT IND TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $54.3M | 1.2% | |
| Calvert US Large-Cap Core Responsible Index Fund; Class R6 | — | — | $887K | $45.1M | 1.0% | |
| VFTC TARGET RET INCOME TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6930815 / PN 001 | Common Collective Trust | — | $982K | $44.2M | 0.9% | |
| Dodge & Cox Income Fund; Class X | — | — | $3.0M | $37.8M | 0.8% | |
| VFTC TARGET RET 2065 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6200492 / PN 001 | Common Collective Trust | — | $869K | $34.9M | 0.7% | |
| Vanguard Inflation-Protected Securities Fund: Inst'l Shares | — | — | $2.3M | $21.2M | 0.5% | |
| 10.50% with maturities through 2046 | — | — | — | $17.0M | 0.4% | |
| Vanguard Federal Money Market Fund | — | — | $6.1M | $6.1M | 0.1% | |
| VFTC TARGET RET 2070 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6098744 / PN 001 | Common Collective Trust | — | $75K | $1.8M | <0.1% | |
| Late to Plan Not Corrected Outside VFCP in VFCP | — | — | $16K | $1K | <0.1% | |
| VFTC TARGET RET 2020 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RET 2025 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RET 2030 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RET 2035 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RET 2040 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RET 2045 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RET 2050 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RET 2055 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RET 2060 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RET 2065 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RET 2070 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RET INCOME TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |