How big is Worldgate LLC's plan?

Worldgate LLC's plan reported $2.4M in assets and 61 participants for 2024.

Original filing (PDF)20250407110851NAL0010067395001

Worldgate LLC

Name: Worldgate LLC — Worldgate LLC 401(k) Plan, Form 5500 (2024)
Creator: Worldgate LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Worldgate LLC 401(k) Plan

401(k) retirement plan · Worldgate LLC's Worldgate LLC 401(k) Plan held $2.4M in plan assets for 61 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Katelyn Montgomery signed Worldgate LLC's 2024 Form 5500 as plan administrator.

Katelyn Montgomery — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Worldgate LLC's EIN is 02-0675651.

EIN 02-0675651

Plan number 001

Plan year 2024

ACK ID 20250407110851NAL0010067395001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Worldgate LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Worldgate LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WORLDGATE LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

WORLDGATE LLC

EIN

all filings

Address

1818 LIBRARY ST. · SUITE 500 · RESTON, VA · 20190

Phone

(571) 349-0493

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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