Plans listing this provider
197
0.35% of the 56,420 plans with Schedule H financials; 7 in 2023
Providers › World Investment Advisors LLC
World Investment Advisors LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $6,783,460
Assets of those plans
$9,764,916,834
0.13% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$6,783,460
98% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 184 |
| 50 | Direct payment from the plan | 20 |
| 99 | Other fees | 12 |
| 16 | Consulting (general) | 2 |
| 55 | Other commissions | 2 |
| 13 | Contract administrator | 1 |
| 25 | Trustee (directed) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Caesars Entertainment, Inc 401(k) Plan | Caesars Entertainment | $1,939,824,866 | 38,214 | $450,000 |
| Scionhealth 401(k) Plan | Knight Health Holdings LLC D/B/A Scionhealth | $1,316,012,841 | 23,538 | $62,500 |
| Tishman Speyer Properties, LP 401(k) Savings Plan | Tishman Speyer Properties | $269,017,965 | 1,521 | $78,125 |
| Seneca Foods Corporation Employees' Savings Plan | Seneca Foods | $258,072,934 | 9,179 | $161,853 |
| Hydraforce, Inc. 401(k) Plan | HydraForce | $250,153,450 | 1,293 | $-5,675 |
| Filtration Group 401(k) Retirement Savings Plan | Filtration Group | $224,214,045 | 3,388 | $138,921 |
| The RH 401(k) Plan | Restoration Hardware | $190,749,072 | 6,053 | $44,560 |
| N.A.N.I Physicians Services Profit Sharing and Retirement Saving Plan | Nephrology Associates of Northern Illinois and Indiana | $188,565,921 | 661 | $78,750 |
| The Architect Retirement PEP | Finway Group | $146,238,189 | 2,988 | $57,543 |
| Webcor Builders 401(k) Profit Sharing Plan | Webcor Construction LP DBA Webcor Builders | $133,615,725 | 774 | $60,000 |
| SB US 401(k) Plan | SB Investment Advisers (US) | $132,919,295 | 1,057 | $40,000 |
| Amcon, Cemstone and TCC Employee Savings Plan | Cemstone Products | $129,034,690 | 1,099 | $53,549 |
| Kaneka 401(k) Plan | Kaneka North America | $114,190,109 | 586 | $82,711 |
| JM Eagle Employees 401(k) Savings Plan | J-M Manufacturing | $106,208,992 | 1,901 | $46,449 |
| Onerws 401(k) Plan | RWS Life Sciences | $104,452,769 | 776 | $181,121 |
| Orthopaedics Northeast, PC Profit Sharing Plan | Orthopaedics Northeast | $104,050,128 | 525 | $5,000 |
| Reedsburg Area Medical Center, Inc. 401(k) Plan | Reedsburg Area Medical Center | $89,129,681 | 804 | $50,743 |
| Galpin Motors, Inc. 401(k) Profit Sharing Plan | Galpin Motors | $87,345,290 | 1,447 | $53,641 |
| Hunt Electric Corporation and Ecsi 401(k) Profit Sharing Plan | Hunt Electric | $85,732,143 | 485 | $51,600 |
| Rahr Corporation Employees' Retirement Savings Plan | Rahr | $84,430,862 | 512 | $45,217 |
| MHI Group 401(k) Plan | Mitsubishi Heavy Industries America | $83,252,096 | 913 | $43,782 |
| Voyage Healthcare Retirement Plan | North Clinic P.A. DBA Voyage Healthcare | $81,852,787 | 321 | $70,000 |
| Hinge Health, Inc. 401(k) Plan | Hinge Health | $75,580,479 | 1,652 | $29,995 |
| Pearce Industries, Inc. 401(k) Retirement and Savings Plan | Pearce Industries | $73,090,462 | 1,191 | $59,002 |
| United Cooperative 401(k) Plan | United Cooperative | $69,993,349 | 789 | $40,470 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.