Wolters Kluwer 401(k) Plan
Sponsored by Wolters Kluwer United States, Inc. · EIN 133577870 · Plan #002
- Total assets
- $2.4B
- Net assets
- $2.4B
- Active participants
- 8,693
- With balances
- 12,602
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Mercer Investments Llc CRD 133449 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Invt. Inst. Ops. Co. Inc. | Recordkeeping, Trustee (institutional), Participant loan processing | $585,284 |
| Strategic Advisors, Inc. | Investment advisory (plan), Investment management fees (direct) | $541,290 |
| Mercer Investment Advisers Llc | Investment advisory (plan), Investment management, Direct payment from the plan | $319,041 |