Retirement plan

WOLTERS KLUWER 401(K) PLAN

Name: WOLTERS KLUWER UNITED STATES, INC. - WOLTERS KLUWER 401(K) PLAN (2024) Form 5500
Creator: WOLTERS KLUWER UNITED STATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WOLTERS KLUWER 401(K) PLAN, WOLTERS KLUWER UNITED STATES, INC.

WOLTERS KLUWER UNITED STATES, INC.EIN 13-3577870Plan #002PY 2024

2700 LAKE COOK ROAD - RIVERWOODS, IL 600153867847-580-5000LinkedIn5001-10000 employeespublishing

Other plans on this EIN

1 filing

#001Retirement-$70.1M assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed November 9, 2005

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

How to read this page

Total assets (EOY)

$2383.5M

-7.8% from 2016

Total participants

12,710

+6.4% from 2016

Average account balance

$189,136

-2.7% from 2016

Annual return

16.35%

-5.43 pp from 2016

Benchmarks

See 1,214 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants5,000-9,999

Cohort1,214 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.38B

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$189K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

12,602

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

98.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$162.88M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.35%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$115

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVT. INST. OPS. CO. INC. Service code 15 · EIN 04-2647786	Recordkeeping	$585,284
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$541,290
MERCER4 years Filed as: MERCER INVESTMENT ADVISERS LLC Service code 27 · EIN 30-0282430	Advisory (Plan)	$319,041

Plan features & details

Pension benefit codes2E2F2G2J2S2T3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1.4M

$167 / participant

Recordkeeping$587K40.6%
Investment mgmt$860K59.4%

% of EOY assets

0.061%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: GRANT THORNTON LLP
Auditor EIN: 366055558
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$189,136

$99,313+90.4%

$100,415+88.4%

$99,313+90.4%

Participation rate

98.8%

71.7%+27.1pp

81.5%+17.2pp

71.7%+27.1pp

Annual return

16.35%

17.67%-1.3pp

49.47%-33.1pp

17.67%-1.3pp

Employer contribution / active EE

$6,912

$3,264+111.8%

$3,943+75.3%

$3,264+111.8%

Participant deferral / active EE

$11,825

$5,346+121.2%

$8,091+46.1%

$5,346+121.2%

Admin fee / account holder

$115

$109+5.2%

$7,906-98.5%

$109+5.2%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL10+ years

Filed as: FIDELITY INVT. INST. OPS. CO. INC.

Service code 15 · EIN 04-2647786

Recordkeeping

$585,284

STRATEGIC ADVISORS, INC.10+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$541,290

MERCER4 years

Filed as: MERCER INVESTMENT ADVISERS LLC

Service code 27 · EIN 30-0282430

Advisory (Plan)

$319,041

WOLTERS KLUWER 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WOLTERS KLUWER 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion