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Original filing (PDF)20251219080504NAL0013770642001
WGSN, LLC
Form 5500
FILING_RECEIVED
WGSN 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 1.1 mo27% in single holding
Active participants
132
Accounts w/ balance
137
Plan assets (EOY)
$10.8M
Net assets (EOY)
$10.8M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
96
Concentration risk
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.1 months past the 10.5-month grace window.
- Top holding "Party Rate of Interest, Collateral, Par or Maturity Value Cost Current Value Mutual Funds * Fidelity Fidelity Freedom® 2050 Fund Class K6 N/R" is 27% of plan.
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WGSN, LLC.
Plan sponsor
Name
WGSN, LLC
EIN
04-3851246
Address
1411 BROADWAY 17TH FLOOR · NEW YORK, NY · 10018
Phone
(212) 506-6244
Industry
Data Processing, Hosting· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-05-09
Tax period
2024-12-31
Filed
2025-12-19
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)
Auditor
BAKER TILLY US,LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $10K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $7K | — |
Investments
27 direct securities · 1 pooled fund· $11.0M(100% 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.
Uncategorized
$10.8M
27 holdings
Common Collective Trust
$215K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party Rate of Interest, Collateral, Par or Maturity Value Cost Current Value Mutual Funds * Fidelity Freedom® 2050 Fund Class K6 N/R | — | — | — | $2.9M | 26.7% | |
| Fidelity Freedom® 2045 Fund Class K6 N/R | — | — | — | $2.6M | 23.7% | |
| Fidelity Fidelity® 500 Index Fund N/R | — | — | — | $1.2M | 11.2% | |
| Fidelity Freedom® 2055 Fund Class K6 N/R | — | — | — | $1.1M | 10.0% | |
| Fidelity Freedom® 2060 Fund Class K6 N/R | — | — | — | $732K | 6.8% | |
| Fidelity Freedom® 2040 Fund Class K6 N/R | — | — | — | $523K | 4.9% | |
| Fidelity Fidelity® Blue Chip Growth K6 Fund N/R | — | — | — | $517K | 4.8% | |
| Collective Trust - Stable Value Fund * Fidelity Managed Income Portfolio Class 1 N/R | — | — | — | $229K | 2.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $215K | 2.0% | |
| Fidelity Fidelity® Government Money Market Fund Class K6 N/R | — | — | — | $160K | 1.5% | |
| Fidelity Fidelity® Global ex U.S. Index Fund N/R | — | — | — | $144K | 1.3% | |
| Fidelity Freedom® 2035 Fund Class K6 N/R | — | — | — | $119K | 1.1% | |
| Fidelity Fidelity® Total Bond K6 Fund N/R | — | — | — | $104K | 1.0% | |
| DFA U.S. Large Company Portfolio N/R | — | — | — | $89K | 0.8% | |
| American Funds American Funds New World Fund® Class R-6 N/R | — | — | — | $79K | 0.7% | |
| MFS Mid Cap Value Fund Class R6 N/R | — | — | — | $77K | 0.7% | |
| Fidelity Freedom® 2065 Fund Class K6 N/R | — | — | — | $74K | 0.7% | |
| Fidelity Fidelity® Small Cap Growth K6 Fund N/R | — | — | — | $71K | 0.7% | |
| JPMorgan Government Bond Fund Class R6 N/R | — | — | — | $43K | 0.4% | |
| Cohen & Steers Cohen & Steers Realty Shares Fund Class Z N/R | — | — | — | $31K | 0.3% | |
| Participant Loans Interest rates: 5.25% - 9.50% $0 | — | — | — | $25K | 0.2% | |
| Fidelity Freedom® Retirement Fund Class K6 N/R | — | — | — | $22K | 0.2% | |
| American Funds American Funds New Perspective Fund® Class R-6 N/R | — | — | — | $15K | 0.1% | |
| Fidelity Fidelity® Mid Cap Index Fund N/R | — | — | — | $5K | <0.1% | |
| Fidelity Fidelity® Inflation-Protected Bond Index Fund N/R | — | — | — | $4K | <0.1% | |
| Fidelity Freedom® 2030 Fund Class K6 N/R | — | — | — | $4K | <0.1% | |
| Fidelity Fidelity® Small Cap Index Fund N/R | — | — | — | $2K | <0.1% | |
| Allspring Special Small Cap Value Fund - Class R6 N/R | — | — | — | $1K | <0.1% |
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