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Original filing (PDF)20251014165719NAL0001676547001
STAGWELL GLOBAL LLC
Form 5500
FILING_RECEIVED
STAGWELL GLOBAL 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
6,235
Accounts w/ balance
7,777
Plan assets (EOY)
$678.0M
Net assets (EOY)
$678.0M
How this plan invests
This plan
25 pooled trusts
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 26 bps in Schedule C fees — 329% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STAGWELL GLOBAL LLC.
Plan sponsor
Name
STAGWELL GLOBAL LLC
EIN
87-1877859
Address
1808 I STREET NW 6TH FLOOR · WASHINGTON, DC · 20006
Phone
(323) 817-2000
Industry
Professional & Technical Servicessee all
Plan administrator
Name
NATIONAL BENEFIT SERVICES, LLC
EIN
20-3886993
City
KANSAS CITY, MO
Phone
(801) 532-4000
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES LLC | 04-2746212 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $1.4M | — |
| NATIONAL BENEFIT SERVICES | 20-3886993 | — | CONTRACT ADMINISTRATOR | $313K | — |
| PENSION ASSURANCE LLP | 30-0840934 | — | CONTRACT ADMINISTRATOR | $50K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION ASSURANCE LLP | 03-0840934 | — | ACCOUNTANT | $0 | — |
| ANDREWS HOOPER PAVLIK PLC | 38-3133790 | — | ACCOUNTANT | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV PARTICIPANTS | $0 | — |
Investments
20 direct securities · 25 pooled funds· $776.7M(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
$545.3M
14 holdings
Uncategorized
$148.6M
20 holdings
Pooled Separate Account
$82.7M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYB 2050 CITPRINCIPAL PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $100.5M | 14.8% | |
| PRIN LIFETIME HYB 2045 CITPRINCIPAL PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $95.6M | 14.1% | |
| Principal LifeTime Hybrid 2015 CIT | — | — | — | $93.7M | 13.8% | |
| PRIN LIFETIME HYB 2055 CITPRINCIPAL PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $88.7M | 13.1% | |
| PRIN LIFETIME HYB 2040 CITPRINCIPAL PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $76.5M | 11.3% | |
| PRIN LIFETIME HYB 2035 CITPRINCIPAL PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $66.5M | 9.8% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $43.1M | 6.4% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $42.9M | 6.3% | |
| PRIN LIFETIME HYB 2030 CITPRINCIPAL PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $36.1M | 5.3% | |
| PRIN LIFETIME HYB 2025 CITPRINCIPAL PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $15.6M | 2.3% | |
| PRIN LARGECAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $12.4M | 1.8% | |
| PRIN LIFETIME HYB 2020 CITPRINCIPAL PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $10.5M | 1.5% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $7.4M | 1.1% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $6.5M | 1.0% | |
| Principal Life Insurance Company SmallCap S&P 600 Index Separate Account | — | — | — | $6.3M | 0.9% | |
| Vanguard Group Vanguard FTSE Social Index Admiral Fund | — | — | — | $6.1M | 0.9% | |
| Vanguard Group Vanguard Mid-Cap Value Index Admiral Fund | — | — | — | $5.6M | 0.8% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $5.2M | 0.8% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $5.2M | 0.8% | |
| Principal Life Insurance Company Fixed Income Guaranteed Option | — | — | — | $4.7M | 0.7% | |
| Principal Life Insurance Company MidCap S&P 400 Index Separate Account | — | — | — | $4.7M | 0.7% | |
| Calvert Asset Management Calvert US Large-Cap Core Responsible Index R6 Fund | — | — | — | $4.5M | 0.7% | |
| Participant loans 3.25% - 9.50% | — | — | — | $3.6M | 0.5% | |
| Principal Life Insurance Company Core Fixed Income Separate Account | — | — | — | $3.6M | 0.5% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $3.6M | 0.5% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $3.3M | 0.5% | |
| PRIN LIFETIME HYB 2015 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $2.9M | 0.4% | |
| Goldman Sachs Asset Management Goldman Sachs Emerging Markets Equity Insights R6 Fund | — | — | — | $2.7M | 0.4% | |
| Calvert Asset Management Calvert International Responsible Index R6 Fund | — | — | — | $2.4M | 0.4% | |
| Fidelity Management & Research Fidelity Advisor High Income Advantage Z Fund | — | — | — | $2.2M | 0.3% | |
| Principal Life Insurance Company SmallCap Growth I Separate Account | — | — | — | $2.0M | 0.3% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $2.0M | 0.3% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 095 | Pooled Separate Account | — | — | $1.6M | 0.2% | |
| Legg Mason Institutional Funds ClearBridge International Growth IS Fund | — | — | — | $1.6M | 0.2% | |
| Allspring Global Investments Allspring Special Small Cap Value R6 Fund | — | — | — | $1.5M | 0.2% | |
| Principal Global Investors Trust Company Principal LifeTime Hybrid Income CIT | — | — | — | $1.2M | 0.2% | |
| PRIN LIFETIME HY INC. CTI Q PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $1.2M | 0.2% | |
| Dimensional Fund Advisors DFA Social Fixed Income Portfolio Institutional | — | — | — | $775K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $723K | 0.1% | |
| 1919 Investment Counsel 1919 Socially Responsible Balanced I Fund | — | — | — | $685K | 0.1% | |
| PGIM Investments LLC PGIM Jennison Natural Resources R6 Fund | — | — | — | $601K | <0.1% | |
| Standard Insurance Company Standard Stable Asset X Fund | — | — | — | $185K | <0.1% | |
| PRIN LGCP S&P 400 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2010 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LGCP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% |
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