Plan Snapshot
- Plan Sponsor: Wolters Kluwer United States, INC.
- Sponsor EIN: 133577870
- Sponsor Address: 2700 LAKE COOK ROAD, RIVERWOODS, IL, 600153867
- Plan Type: 401(k)
- Total Participants: 8,693
- Total Assets: $2.4B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 8,693 | $2.4B | $60.1M | $102.8M |
| 2023 | 8,741 | $2.1B | $58.1M | $94.0M |
| 2022 | 8,597 | $1.7B | $53.1M | $83.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,447,614 | $860,330 | — | — | — |
| 2023 | $1,215,601 | $597,812 | — | — | — |
| 2022 | $1,684,813 | $755,565 | — | — | — |