Sherry Nelson signed Transunion Intermediate Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Transunion Intermediate Holdings, Inc.'s EIN is 74-3135689.
Download the official 2024 Form 5500 (PDF) for Transunion Intermediate Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Transunion Intermediate Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $242K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2834414 | — | CONSULTANT | $73K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD INSTITUTIONAL 500 IN VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $264.3M | 19.4% | |
| WTC NAM CIF II MID CA OPPS SER | Common Collective Trusts | — | — | $184.8M | 13.6% | |
| COLUMBIA TR CONTRARIAN INS 100 AMERIPRISE TRUST COMPANY · EIN 87-1809893 / PN 088 | Common Collective Trust | — | — | $184.8M | 13.6% | |
| VANGUARD TARGET RET 2040 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $107.0M | 7.9% | |
| VANGUARD TARGET RET 2045 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $100.8M | 7.4% | |
| VANGUARD TARGET RET 2035 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $87.8M | 6.5% | |
| VANGUARD TARGET RET 2030 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $78.4M | 5.8% | |
| VANGUARD TARGET RET 2050 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $75.1M | 5.5% | |
| INVESCO STABLE VALUE TRUST INVESCO NATIONAL TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $71.7M | 5.3% | |
| VANGUARD EXTENDED MKT INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $64.4M | 4.7% | |
| VANGUARD TARGET RET 2055 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $52.4M | 3.9% | |
| Vanguard Total Bond Market | Mutual Funds | — | — | $49.0M | 3.6% | |
| American Funds American Europacific GR R6 | Mutual Funds | — | — | $41.7M | 3.1% | |
| Eaton Vance Atl Capital CL R6 | Other securities | — | — | $31.1M | 2.3% | |
| VANGUARD TARGET RET 2025 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $23.4M | 1.7% | |
| TCW MetWest Total Return Bond FD D | Other securities | — | — | $22.1M | 1.6% | |
| VANGUARD TARGET RET 2060 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $20.9M | 1.5% | |
| VANGUARD TOTAL BOND MARKET IND VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $19.9M | 1.5% | |
| VANGUARD TOTAL INTL STOCK MKT VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $18.4M | 1.4% | |
| VANGUARD TARGET RET 2020 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $10.7M | 0.8% | |
| DFA U.S. Small Cap Prtl CI Indtl | Mutual Funds | — | — | $9.7M | 0.7% | |
| VANGUARD TARGET RET INCME TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $6.8M | 0.5% | |
| Notes receivable from participants Interest rates ranging from 3.25% to 10.5% | Bonds / Notes | — | — | $6.6M | 0.5% | |
| VANGUARD TARGET RET 2065 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $5.1M | 0.4% | |
| VANGUARD TARGET RET 2070 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $1.1M | <0.1% | |
| Interest-bearing cash BLF FedFund | Cash / Money Market | — | — | $417K | <0.1% | |
| VANGUARD TARGET RETIREMT 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIREMT 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIREMT 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIREMT 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIREMT 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIREMT 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIREMT 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIREMT 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIREMT 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIREMT 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIREMT 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIREMENT INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| ABERDEEN EMERG MKTS EQ CT GLOBAL TRUST COMPANY · EIN 30-6526680 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| WTC NAM CIF II MID CA OPPS SER WELLINGTON TRUST · EIN 04-6913417 / PN 146 | Common Collective Trust | — | — | $0 | <0.1% | |
| METWEST TOTAL RETURN BOND FD D SEI TRUST COMPANY · EIN 47-2418714 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON | 36-6055558 | — | ACCOUNTANT | $28K | — |
