Original filing (PDF)20251027175412NAL0006040881001

EUROMONITOR INTERNATIONAL, INC

Name: EUROMONITOR INTERNATIONAL, INC — EUROMONITOR INTERNATIONAL, INC. 401(K) PLAN, Form 5500 (2024)
Creator: EUROMONITOR INTERNATIONAL, INC

Form 5500

FILING_RECEIVED

EUROMONITOR INTERNATIONAL, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

27% in single holding

Active participants

174

Accounts w/ balance

228

Plan assets (EOY)

$24.8M

Net assets (EOY)

$24.8M

How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EUROMONITOR INTERNATIONAL, INC.

Plan sponsor

Name

EUROMONITOR INTERNATIONAL, INC

EIN

36-3893295

Address

1 NORTH DEARBORN STREET · SUITE 1700 · CHICAGO, IL · 60602

Phone

(312) 922-1115

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

2025-10-27

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	RECORDKEEPER	$22K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL 4	—	SAN DIEGO, CA	ADVISOR	$42K	—

Investments

27 direct securities· $24.2M(98% of reported assets)

Other securities

$23.8M

24 holdings

Common Stock

$235K

1 holding

Cash / Money Market

$164K

1 holding

Participant loans

$42K

1 holding

					% of plan
DFA Global 60/40 Portfolio I DFA 0	Other securities	—	—	$6.6M	26.5%
Vanguard 500 Index Adm Vanguard 0	Other securities	—	—	$6.1M	24.5%
Vanguard Mid-Cap Value Index Adm Vanguard 0	Other securities	—	—	$1.2M	5.0%
Vanguard Small-Cap Index Adm Vanguard 0	Other securities	—	—	$1.1M	4.6%
DFA Global Equity Portfolio I DFA 0	Other securities	—	—	$1.1M	4.6%
Harbor Capital Appreciation Instl Harbor 0	Other securities	—	—	$1.0M	4.2%
American Funds Trgt Date Ret 2050 R6 American Funds 0	Other securities	—	—	$1.0M	4.1%
American Funds Fundamental Inv R6 American Funds 0	Other securities	—	—	$812K	3.3%
T. Rowe Price Health Sciences I T. Rowe Price 0	Other securities	—	—	$751K	3.0%
American Funds Trgt Date Ret 2055 R6 American Funds 0	Other securities	—	—	$601K	2.4%
American Funds Trgt Date Ret 2035 R6 American Funds 0	Other securities	—	—	$538K	2.2%
American Funds Trgt Date Ret 2045 R6 American Funds 0	Other securities	—	—	$532K	2.2%
DFA Emerging Markets Portfolio Inst DFA 0	Other securities	—	—	$448K	1.8%
Dodge & Cox International Stock Fund I Dodge & Cox 0	Other securities	—	—	$333K	1.3%
Vanguard Utilities Index Adm Vanguard 0	Other securities	—	—	$292K	1.2%
DFA Global 25/75 Portfolio I DFA 0	Other securities	—	—	$284K	1.1%
American Funds American Hi Inc Tr R6 American Funds 0	Common Stock	—	—	$235K	1.0%
Vanguard Information Tech Index Adm Vanguard 0	Other securities	—	—	$195K	0.8%
Fidelity Government Cash Reserves Fidelity 0	Cash / Money Market	—	—	$164K	0.7%
DFA Investment Grade Instl DFA 0	Other securities	—	—	$151K	0.6%
Lord Abbett Short Duration Income R6 Lord Abbett 0	Other securities	—	—	$145K	0.6%
American Funds Trgt Date Ret 2040 R6 American Funds 0	Other securities	—	—	$139K	0.6%
JPMorgan Mid Cap EquityR6 JPMorgan 0	Other securities	—	—	$114K	0.5%
American Funds Trgt Date Ret 2065 R6 American Funds 0	Other securities	—	—	$95K	0.4%
Vanguard Consumer Discretionary Idx Adm Vanguard 0	Other securities	—	—	$69K	0.3%
American Funds Trgt Date Ret 2060 R6 American Funds 0	Other securities	—	—	$51K	0.2%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$42K	0.2%