Plans listing this provider
318
0.56% of the 56,420 plans with Schedule H financials; 259 in 2023
Providers › World Investment Advisors LLC
World Investment Advisors LLC
- Service provider, as named on Schedule C
- EIN 611758632
- Plan year 2024
- Direct compensation reported $7,878,992
Assets of those plans
$18,944,750,565
0.24% of all Schedule H plan assets
Plans where it is the recordkeeper
50
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$7,878,992
74% 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) | 187 |
| 99 | Other fees | 129 |
| 50 | Direct payment from the plan | 72 |
| 49 | Other services | 50 |
| 64 | Recordkeeping fees | 50 |
| 15 | Recordkeeping and information management | 49 |
| 21 | Trustee (bank, trust company or similar) | 48 |
| 26 | Investment advisory (participants) | 25 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Humana Retirement Savings Plan | Humana | $7,706,147,015 | 60,365 | $44,648 |
| Averitt Express, Inc. Profit Sharing and 401(k) Plan | Averitt Express | $775,233,670 | 12,931 | $219,954 |
| Principal Ease 401(k) Plan | Principal Life Insurance | $650,877,712 | 27,194 | $10,002 |
| Abercrombie & Fitch Co. Savings and Retirement Plan | Abercrombie & Fitch | $487,849,876 | 5,159 | $81,400 |
| Dayton Freight Lines, Inc. Employee 401(k) Retirement Plan | Dayton Freight Lines | $303,810,435 | 5,038 | $15,000 |
| Madison Air 401(k) Plan | Madison IAQ | $279,887,665 | 4,406 | $29,341 |
| Reddit 401(k) Plan | $251,274,376 | 2,165 | $8,750 | |
| Northern California Carpenters 401(k) Trust Fund | Board of Trustees Northern California Carpenters 401(k) Trust Fund | $250,218,836 | 4,244 | $41,774 |
| Bottomline Technologies 401(k) Plan | Bottomline Technologies | $242,185,313 | 1,818 | $53,192 |
| Filtration Group 401(k) Retirement Savings Plan | Filtration Group | $224,214,045 | 3,388 | $22,992 |
| Dental Care Alliance 401(k) Plan | Dental Care Alliance | $183,831,530 | 5,031 | $0 |
| Hoya Shared Savings Plan | Hoya Holdings | $173,421,285 | 1,859 | $15,000 |
| Patriot Growth Insurance Services, LLC 401(k) Plan | Patriot Growth Insurance Services | $147,354,912 | 2,165 | $245,942 |
| Devcon Construction, Inc. 401(k) Retirement Plan | Devcon Construction | $144,093,977 | 405 | $36,000 |
| Centerbridge Partners, L.P. Incentive Savings Trust | Centerbridge Partners | $130,110,495 | 380 | $146,449 |
| Connectwise, LLC. 401(k) Plan | Connectwise | $122,991,194 | 1,791 | $128,566 |
| Enverus, Inc. | Enverus | $112,798,174 | 1,136 | $0 |
| Carey Profit Sharing and 401(k) Planrecordkeeper | W. P. Carey Management | $108,924,359 | 248 | $19,564 |
| JM Eagle Employees 401(k) Savings Plan | J-M Manufacturing | $106,208,992 | 1,901 | $14,469 |
| Ares Holding Corporation 401(k) Plan | Ares Holding | $98,273,222 | 703 | $58,905 |
| Bonterra 401(k) Plan | Cybergrants Holdings | $98,185,071 | 1,502 | $86,655 |
| Legalzoom.com, Inc. 401(k) Plan | LegalZoom.com | $93,419,882 | 1,204 | $40,000 |
| Galpin Motors, Inc. 401(k) Profit Sharing Plan | Galpin Motors | $87,345,290 | 1,447 | $17,855 |
| Eating Recovery Center 401(k) Plan | Eating Recovery Center | $85,780,352 | 2,895 | $72,735 |
| Eichleay, Inc. Pension and Profit Sharing Plan | Eichleay | $85,388,002 | 403 | $0 |
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.