Plan Ledger DOL Form 5500 · updated monthly

Wolters Kluwer United States, Inc.401(k)

WOLTERS KLUWER 401(K) PLAN · RIVERWOODS, IL · plan year 2024

Reported admin expense ratio · 2024
0.07%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Wolters Kluwer United States, Inc. reported $1,447,614 in plan administrative expenses for 2024: 0.07% of average plan assets, above the peer median. Employer contributions averaged $6,912 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.09% to 0.07%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other information & media employers. By assets it is the 39th-largest of 3,702 plans among Illinois employers on file, and the 29th of 2,199 in information & media. In 2024, employees put in $1.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,383,496,681
Participants with balances12,602
Active participants8,693
Employer contributions$60,088,223
Employee contributions$102,793,554
Employer contribution per active participant$6,912
Average account balance$189,136
Benefits paid to participants$170,137,458
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.4B · 12,602 accts · $60.1M emplr
2023$2.1B · 12,791 accts · $58.1M emplr
2022$1.7B · 12,686 accts · $53.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$587,284
Investment management$860,330
Total administrative$1,447,614
The Wolters Kluwer United States, Inc. 401(k) match · 2024
Employer contribution per active participant$6,912
Median for plans this size$5,259
2024$6,912 per active participant
2023$6,652 per active participant
2022$6,174 per active participant

Wolters Kluwer United States, Inc.'s 2024 employer contribution ran above the $5,259 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FIDELITY INVT. INST. OPS. CO. INC. · Recordkeeping · Trustee$585,284
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$541,290
MERCER INVESTMENT ADVISERS LLC · Investment advisory (plan) · Investment management$319,041

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Fidelity
2023Fidelity

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,447,614 · 0.07%
2023$1,215,601 · 0.06%
2022$1,684,813 · 0.09%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 133577870 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.