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Original filing (PDF)20251015140526NAL0005076529001
HEIDRICK & STRUGGLES, INC.
Form 5500
FILING_RECEIVED
HEIDRICK & STRUGGLES, INC. 401(K) PROFIT SHARING AND RETIREMENT PLAN
401(k) retirement plan
Active participants
1,017
Accounts w/ balance
1,530
Plan assets (EOY)
$320.8M
Net assets (EOY)
$320.8M
How this plan invests
This plan
17 pooled trusts
Schedule D
27 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 HEIDRICK & STRUGGLES, INC..
Plan sponsor
Name
HEIDRICK & STRUGGLES, INC.
EIN
36-4277938
Address
233 S. WACKER DRIVE · SUITE 4900 · CHICAGO, IL · 60606
Phone
(312) 496-1200
Industry
Professional & Technical Servicessee all
Plan administrator
Name
401K PROFIT SHARING AND RETIREMENT PLAN ADMIN & INVESTMENT COMMITTEE
EIN
30-0429297
City
CHICAGO, IL
Phone
(312) 496-1200
Plan characteristics
Plan number
001
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
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD GROUP INC. | 23-1945930 | — | RECORDKEEPER | $105K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 30-0282430 | — | NONE | $68K | — |
| GRANT THORNTON LLP | 36-6055558 | — | NONE | $28K | — |
| TREETOP CONSULTING LLC | 02-0591309 | — | NONE | $20K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $10K | — |
Investments
11 direct securities · 17 pooled funds· $320.8M(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.
Common Collective Trust
$200.0M
17 holdings
Uncategorized
$120.8M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institutional Registered Investment Company | — | — | — | $48.4M | 15.1% | |
| VFTC TARGET RETIREMENT 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $38.1M | 11.9% | |
| VFTC TARGET RETIREMENT 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $27.7M | 8.6% | |
| Vanguard PRIMECAP Fund Admiral Registered Investment Company | — | — | — | $22.3M | 6.9% | |
| VFTC TARGET RETIREMENT 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $20.6M | 6.4% | |
| VFTC TARGET RETIREMENT 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $19.5M | 6.1% | |
| VFTC TARGET RETIREMENT 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $15.3M | 4.8% | |
| VFTC TARGET RETIREMENT 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $14.9M | 4.6% | |
| Vanguard Wellington Fund Admiral Registered Investment Company | — | — | — | $13.6M | 4.2% | |
| VFTC TARGET RETIREMENT 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $11.9M | 3.7% | |
| VFTC TARGET RETIREMENT 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $11.4M | 3.5% | |
| VFTC RETIREMENT SAVINGS TR III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $10.6M | 3.3% | |
| JPMCB US ACTIVE CORE EQUITY JPMORGAN CHASE BANK, N.A. · EIN 13-4043928 / PN 001 | Common Collective Trust | — | — | $10.0M | 3.1% | |
| Vanguard Total International Stock Index Fund Inst Registered Investment Company | — | — | — | $8.4M | 2.6% | |
| American Funds EuroPacific Growth Fund Class R-6 Registered Investment Company | — | — | — | $8.0M | 2.5% | |
| METROPOLITAN WEST TOTAL RETURN BOND SEI TRUST COMPANY · EIN 26-3015340 / PN 030 | Common Collective Trust | — | — | $6.5M | 2.0% | |
| Vanguard Total Bond Market Index Fund Institutional Registered Investment Company | — | — | — | $6.2M | 1.9% | |
| Eaton Vance Atlanta Capital SMID-Cap Fund, Class R6 Registered Investment Company | — | — | — | $5.6M | 1.7% | |
| Self-Directed Brokerage Fund Participant directed brokerage accounts | — | — | — | $4.8M | 1.5% | |
| JENNISON US SMALL CAP EQUITY FUND PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 046 | Common Collective Trust | — | — | $4.2M | 1.3% | |
| VFTC TARGET RETIREMENT 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $4.0M | 1.3% | |
| VFTC TARGET RET INCOME TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $3.9M | 1.2% | |
| Vanguard Inflation Protection Securities Fund Admiral Registered Investment Company | — | — | — | $2.2M | 0.7% | |
| VFTC TARGET RETIREMENT 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.4% | |
| maturities range from 3 to 60 months | — | — | — | $1.2M | 0.4% | |
| Vanguard Federal Money Market Fund Registered Investment Company | — | — | — | $113K | <0.1% | |
| VFTC TARGET RETIREMENT 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $43K | <0.1% | |
| ABERDEEN EMERGING MKTS EQUITY GLOBAL TRUST COMPANY · EIN 30-6526680 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |