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Original filing (PDF)20251010140617NAL0008278689001
WOLFRAM RESEARCH, INC.
Form 5500
FILING_RECEIVED
WOLFRAM RESEARCH, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
370
Accounts w/ balance
598
Plan assets (EOY)
$82.4M
Net assets (EOY)
$82.4M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard 500 Index Fund Investor Shares -" is 28% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WOLFRAM RESEARCH, INC..
Plan sponsor
Name
WOLFRAM RESEARCH, INC.
EIN
37-1261248
Address
100 TRADE CENTER DRIVE · CHAMPAIGN, IL · 618207237
Phone
(217) 398-0700
Industry
Software Publishers· 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DUGAN & LOPATKA CPA'S PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $19K | — |
| THE VANGUARD GROUP,INC. | 23-1945930 | — | NONE | $14K | — |
Investments
23 direct securities · 1 pooled fund· $76.4M(93% 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
$75.2M
23 holdings
Common Collective Trust
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Investor Shares - | — | — | — | $23.5M | 28.5% | |
| Vanguard International Growth Fund Investor Shares - | — | — | — | $6.0M | 7.2% | |
| Vanguard Wellesley Income Fund Investor Shares - | — | — | — | $4.8M | 5.9% | |
| Vanguard U.S. Growth Fund Investor Shares - | — | — | — | $4.7M | 5.7% | |
| Vanguard Extended Market Index Fund Investor Shares - | — | — | — | $4.0M | 4.9% | |
| Vanguard Target Retirement 2035 Fund - | — | — | — | $4.0M | 4.8% | |
| Vanguard Target Retirement 2030 Fund - | — | — | — | $3.6M | 4.4% | |
| Vanguard Target Retirement 2040 Fund - | — | — | — | $3.2M | 3.9% | |
| Vanguard Target Retirement 2045 Fund - | — | — | — | $3.1M | 3.7% | |
| Vanguard Total Bond Market Index Fund Investor Shares - | — | — | — | $2.9M | 3.5% | |
| Vanguard ST Investment-Grade Fund Investor Shares - | — | — | — | $2.8M | 3.4% | |
| Vanguard Explorer Fund Investor Shares - | — | — | — | $2.4M | 3.0% | |
| Vanguard Target Retirement 2050 Fund - | — | — | — | $2.3M | 2.8% | |
| Vanguard Target Retirement 2025 Fund - | — | — | — | $2.1M | 2.5% | |
| Vanguard Target Retirement 2060 Fund - | — | — | — | $1.5M | 1.8% | |
| Vanguard Target Retirement 2055 Fund - | — | — | — | $1.3M | 1.5% | |
| VANGUARD RET SAVINGS TRUST VIII VANGUARD FIDUCIARY TRUST COMPANY · EIN 36-7604211 / PN 037 | Common Collective Trust | — | — | $1.2M | 1.5% | |
| Vanguard Target Retirement Income - | — | — | — | $1.0M | 1.3% | |
| Vanguard Target Retirement 2020 Fund - | — | — | — | $725K | 0.9% | |
| Vanguard Target Retirement 2065 Fund - | — | — | — | $562K | 0.7% | |
| through April 2048 | — | — | — | $416K | 0.5% | |
| Vanguard Total International Bond Index Fund Investor Shares - | — | — | — | $324K | 0.4% | |
| Vanguard Fed Money Market - | — | — | — | $35K | <0.1% | |
| Vanguard Target Retirement 2070 Fund - | — | — | — | $6K | <0.1% |
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