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Original filing (PDF)20250911140619NAL0000281475001

WORLDAPP INC

Form 5500
FILING_RECEIVED
WORLDAPP INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
114
Accounts w/ balance
134
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORLDAPP INC.
Plan sponsor
Name
WORLDAPP INC
EIN
02-0619397
Address
222 FORBES RD · STE 303 · BRAINTREE, MA · 02184
Phone
(718) 849-8118
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

1 rows
Other
1
NameEINLocationRelationDirect compIndirect comp
ALLIANT INSURANCE SERVICES INC.33-0785439SERVICE PROVIDER

Investments

27 direct securities · 1 pooled fund· $11.4M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Uncategorized
$5.8M
27 holdings
Pooled Separate Account
$5.6M
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
MAP CONTRACT SEPARATE ACCOUNT D
VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000
Pooled Separate Account
$5.6M96.9%
Voya Index Solution 2045 P Z$978K16.8%
Voya Index Solution 2050 P Z$937K16.1%
Voya Index Solution 2055 P Z$670K11.5%
Fidelity 500 Index Fund$624K10.7%
Vangrd U.S. Growth Fund Adm$596K10.2%
Voya Index Solution 2040 P Z$417K7.2%
Voya Index Solution 2060 P Z$397K6.8%
JPMorgan U.S. Res Enhanc Eq R6$167K2.9%
Voya Index Solution 2035 P Z$134K2.3%
Voya Retirement Insurance and Annuity Company Fully benefit-responsive investment contract - Voya Fixed Account$122K2.1%
American Funds Nw Prspctv R6$117K2.0%
Fidelity Mid Cap Idx Fd$114K2.0%
Fidelity Emg Mkts Id Fd$85K1.5%
iShares MSCI EAFE Index Fnd K$67K1.2%
Participants Participant notes receivable with interest rates ranging from 4.25 - 9.50 percent -$58K1.0%
Vangrd High-Yd Corp Fnd Adm$53K0.9%
Fidelity Sm Cp Ind Fd$47K0.8%
Vangrd Explorer Fund Adm$45K0.8%
Carillon Eagle Mid Cap Grw R6$44K0.8%
DFA Infl-Prot Sec Port Ins$34K0.6%
Voya Index Solution 2030 P Z$30K0.5%
Voya Retirement Insurance and Annuity Company AmCen Mid Cap Value Fund R6$29K0.5%
DFA US Targeted Vl Port Ins$14K0.2%
PGIM Global Total Return Fd R6$13K0.2%
Voya Index Solution 2065 P Z$8K0.1%
Voya Intermediate Bond Fund R6$7K0.1%
DFA Real Estate Secs Port Ins$5K<0.1%

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