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Original filing (PDF)20241015101304NAL0016122899001
WORLD LEARNING, INC.
Form 5500
FILING_RECEIVED
WORLD LEARNING, INC. RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
446
Accounts w/ balance
1,104
Plan assets (EOY)
$88.5M
Net assets (EOY)
$88.5M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORLD LEARNING, INC..
Plan sponsor
Name
WORLD LEARNING, INC.
EIN
03-0179592
Address
PO BOX 676 · 1 KIPLING ROAD · BRATTLEBORO, VT · 05302
Phone
(203) 464-0413
Industry
Educational Servicessee all
Plan administrator
Name
ANNE M BRNGER
EIN
57-7197334
City
BRATTLEBORO, VT
Phone
(603) 313-4417
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $69K | — |
| TRG INVESTMENT ADVISORS, LLC | 03-0215988 | — | NONE | $47K | — |
Investments
1 pooled fund· $3.5M(4% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $3.5M | 3.9% |