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Original filing (PDF)20251003091102NAL0000747731001
CLARIVATE ANALYTICS (US) LLC
Form 5500
FILING_RECEIVED
CLARIVATE ANALYTICS 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
2,732
Accounts w/ balance
3,654
Plan assets (EOY)
$519.7M
Net assets (EOY)
$519.6M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLARIVATE ANALYTICS (US) LLC.
Plan sponsor
Name
CLARIVATE ANALYTICS (US) LLC
EIN
23-1569117
Address
789 E. EISENHOWER PARKWAY · ANN ARBOR, MI · 48108
Phone
(215) 386-0100
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
2025-10-03
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
3B · Covers self-employed individuals
2K · 401(m) arrangement
3F · Sponsor used leased employees
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $226K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $117K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 39-0859910 | — | ACCOUNTANT/AUDITOR | $13K | — |
Investments
23 direct securities · 1 pooled fund· $534.8M(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
$519.6M
23 holdings
Pooled Separate Account
$15.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $69.8M | 13.4% | |
| BlackRock LifePath Index 2030 Fund Class K Shares | — | — | — | $59.9M | 11.5% | |
| BlackRock LifePath Index 2035 Fund Class K Shares | — | — | — | $56.8M | 10.9% | |
| BlackRock LifePath Index 2040 Fund Class K Shares | — | — | — | $50.5M | 9.7% | |
| BlackRock LifePath Index 2045 Fund Class K Shares | — | — | — | $39.1M | 7.5% | |
| T. Rowe Price Blue Chip Growth Fund I Class | — | — | — | $37.9M | 7.3% | |
| BlackRock LifePath Index Retirement Fund Class K Shares | — | — | — | $32.0M | 6.2% | |
| BlackRock LifePath Index 2050 Fund Class K Shares | — | — | — | $30.8M | 5.9% | |
| Fidelity Extended Market Index Fund | — | — | — | $25.6M | 4.9% | |
| BlackRock LifePath Index 2055 Fund Class K Shares | — | — | — | $21.1M | 4.1% | |
| MFS Value Fund Class R6 | — | — | — | $15.4M | 3.0% | |
| New York Life Anchor Account | — | — | — | $15.3M | 2.9% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $15.1M | 2.9% | |
| Vanguard Total International Stock Index Fund Institutional Shares | — | — | — | $13.8M | 2.6% | |
| BlackRock LifePath Index 2060 Fund Class K Shares | — | — | — | $10.8M | 2.1% | |
| Dodge & Cox Income Fund Class X | — | — | — | $9.7M | 1.9% | |
| MFS International Diversification Fund Class R6 | — | — | — | $8.6M | 1.6% | |
| Vanguard FTSE Social Index Fund Institutional Shares | — | — | — | $7.9M | 1.5% | |
| Vanguard Total Bond Market Index Fund Institutional Shares | — | — | — | $7.1M | 1.4% | |
| Participant loans: 4.25% - 10.00%, maturing 1/15/2025 through 12/3/2041 $0 | — | — | — | $4.4M | 0.9% | |
| Victory Pioneer Strategic Income Fund Class R6 | — | — | — | $2.2M | 0.4% | |
| BlackRock LifePath Index 2065 Fund Class K Shares | — | — | — | $560K | 0.1% | |
| PIMCO Real Return Fund Institutional Class | — | — | — | $416K | <0.1% | |
| Fidelity Government Money Market Fund | — | — | — | $5K | <0.1% |
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