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Original filing (PDF)20251008105211NAL0005721089001
WARC LLC C/O INFORMA PLC
Form 5500
FILING_RECEIVED
WARC LLC 401K PLAN
401(k) retirement plan
Signals · 1
~1865 bps in Sched C fees
Active participants
1
Accounts w/ balance
23
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
How this plan invests
This plan
1 pooled trust
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 1865 bps in Schedule C fees — 3487% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WARC LLC C/O INFORMA PLC.
Plan sponsor
Name
WARC LLC C/O INFORMA PLC
DBA
WARC LLC
EIN
92-3940833
Address
605 THIRD AVE, 22ND FLOOR · NEW YORK, NY · 10158
Phone
(212) 201-6705
Industry
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
2025-10-08
Pension benefit codes
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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT HALF | 94-1648752 | — | CONSULTANT | $35K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $11K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY | 39-0859910 | — | ACCOUNTANT/AUDITOR | $175K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LITTLER MENDELSON PC | 94-2602731 | — | ATTORNEY/LEGAL | $24K | — |
Investments
17 direct securities · 1 pooled fund· $1.4M(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.
Uncategorized
$1.3M
17 holdings
Common Collective Trust
$110K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party Maturity Value Cost Current Value Mutual Funds * Fidelity Freedom 2050 Fund N/R | — | — | — | $265K | 19.9% | |
| Fidelity Mid-Cap Stock Fund N/R | — | — | — | $221K | 16.7% | |
| Fidelity Low-Priced Stock Fund N/R | — | — | — | $176K | 13.3% | |
| Fidelity Diversified International Fund N/R | — | — | — | $144K | 10.8% | |
| Fidelity Contrafund N/R | — | — | — | $122K | 9.2% | |
| Collective Trust - Stable Value Fund * Fidelity Managed Income Portfolio - Class 1 N/R | — | — | — | $117K | 8.8% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $110K | 8.3% | |
| Fidelity 500 Index Fund N/R | — | — | — | $67K | 5.0% | |
| Fidelity Investment Grade Bond Fund N/R | — | — | — | $44K | 3.3% | |
| Fidelity Freedom 2040 Fund N/R | — | — | — | $42K | 3.2% | |
| Fidelity Growth Strategies Fund N/R | — | — | — | $39K | 3.0% | |
| Fidelity Growth & Income Portfolio N/R | — | — | — | $25K | 1.9% | |
| Fidelity Puritan Fund N/R | — | — | — | $22K | 1.7% | |
| Fidelity Blue Chip Growth Fund N/R | — | — | — | $22K | 1.7% | |
| Fidelity Fund N/R | — | — | — | $11K | 0.8% | |
| Fidelity Small Cap Growth Fund N/R | — | — | — | $9K | 0.7% | |
| Fidelity Freedom 2055 Fund N/R | — | — | — | $5K | 0.4% | |
| Fidelity Small Cap Value Fund N/R | — | — | — | $1K | <0.1% |
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