Worldcom Exchange, Inc.'s EIN is 04-3061090.
Download the official 2025 Form 5500 (PDF) for Worldcom Exchange, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Worldcom Exchange, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH, INC | — | JERSEY CITY, NJ | INVESTMENT ADVISOR | $66K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $5.6M | 16.5% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $4.8M | 14.0% | |
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $3.7M | 10.8% | |
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $3.2M | 9.3% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $2.7M | 8.0% | |
| JPMorgan US Equity Fund " | Other securities | — | — | $2.5M | 7.3% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $1.8M | 5.4% | |
| Victory Pioneer International Equity Fund " | Other securities | — | — | $1.4M | 4.2% | |
| Vanguard Information Technology Index Fund " | Common Collective Trusts | — | — | $1.4M | 4.0% | |
| General Account Guaranteed account | Other securities | — | — | $1.1M | 3.3% | |
| Fidelity Advisor Total Bond Fund " | Mutual Funds | — | — | $951K | 2.8% | |
| MassMutual Small Cap Opportunities Fund " | Other securities | — | — | $901K | 2.6% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $755K | 2.2% | |
| American Funds American Balanced Fund Mutual fund | Mutual Funds | — | — | $705K | 2.1% | |
| JPMorgan Mid Cap Growth Fund " | Other securities | — | — | $618K | 1.8% | |
| INDEXSELECT GROWTH 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $421K | 1.2% | |
| MID CAP VALUE FUND II CL R1 GREAT GRAY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $302K | 0.9% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $222K | 0.7% | |
| SMALL CAP VALUE FUND III FEE CLASS GREAT GRAY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $170K | 0.5% | |
| INDEXSELECT GROWTH 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $156K | 0.5% | |
| INDEXSELECT MODERATE 2065 FUND CL R GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $133K | 0.4% | |
| PIMCO Income Fund " | Mutual Funds | — | — | $91K | 0.3% | |
| INDEXSELECT GROWTH RETIREMENT FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $78K | 0.2% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $73K | 0.2% | |
| INDEXSELECT GROWTH 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $32K | <0.1% | |
| Dreyfus Government Securities Cash Management Fund " | Mutual Funds | — | — | $14K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $13K | <0.1% | |
| INDEXSELECT GROWTH 2065 FUND CL R6 GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP INC | — | EAST PROVIDENCE, RI | CONTRACT ADMIN | $950 | — |
