Back to filter
Original filing (PDF)20251003115202NAL0001336897001
WORLDWIDE TECHSERVICES, LLC
Form 5500
FILING_RECEIVED
WORLDWIDE TECHSERVICES RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
1,035
Accounts w/ balance
506
Plan assets (EOY)
$45.7M
Net assets (EOY)
$45.7M
How this plan invests
This plan
1 pooled trust
Schedule D
44 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 49% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORLDWIDE TECHSERVICES, LLC.
Plan sponsor
Name
WORLDWIDE TECHSERVICES, LLC
EIN
13-4114547
Address
85 RANGEWAY RD. · BLDG 2 SUITE 208 · NORTH BILLERICA, MA · 01862
Phone
(978) 848-9108
Industry
Professional & Technical Servicessee all
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
2025-10-03
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)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $10K | — |
Investments
40 direct securities · 1 pooled fund· $67.4M(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
$56.5M
39 holdings
Mutual Funds
$7.2M
1 holding
Common Collective Trust
$3.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan U.S. Equity Fund Class R6 N/R | Mutual Funds | — | — | $7.2M | 15.8% | |
| iShares S&P iShares S&P 500Index Fund Institutional N/R | — | — | — | $5.9M | 12.9% | |
| ISHARES S&P 500 INDEX FD CL K MUTUAL FUNDS | — | — | $3.4M | $5.9M | 12.9% | |
| VANGUARD MID CAP INDEX FUND MUTUAL FUNDS | — | — | $4.2M | $4.8M | 10.4% | |
| INVESCO STABLE VALUE RETIREMENT FUN INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $3.6M | 7.9% | |
| JP MORGAN 2020 SMARTRTIRMNT R6 MUTUAL FUNDS | — | — | $3.3M | $2.9M | 6.4% | |
| JPMorgan SmartRetirement 2020 R6 N/R | — | — | — | $2.9M | 6.4% | |
| JP MORGAN 2030 SMARTRTIRMNT R6 MUTUAL FUNDS | — | — | $2.5M | $2.4M | 5.3% | |
| JPMorgan SmartRetirement 2030 RB N/R | — | — | — | $2.4M | 5.3% | |
| JPMorgan SmartRetirement 2040 RB N/R | — | — | — | $2.3M | 5.1% | |
| JP MORGAN 2040 SMARTRTIRMNT R6 MUTUAL FUNDS | — | — | $2.3M | $2.3M | 5.1% | |
| JPMorgan SmartRetirement 2025 R6 N/R | — | — | — | $2.1M | 4.6% | |
| JP MORGAN 2025 SMARTRTIRMNT R6 MUTUAL FUNDS | — | — | $2.2M | $2.1M | 4.6% | |
| JPMorgan Intrepid Mid Cap RB N/R | — | — | — | $2.0M | 4.5% | |
| JP MORGAN INCM SMARTRTIRMNT R6 MUTUAL FUNDS | — | — | $2.2M | $2.0M | 4.5% | |
| American Funds American Europacific Growth R6 N/R | — | — | — | $1.8M | 3.8% | |
| JPMorgan SmartRetirement 2035 R6 N/R | — | — | — | $1.7M | 3.7% | |
| JP MORGAN 2035 SMARTRTIRMNT R6 MUTUAL FUNDS | — | — | $1.7M | $1.7M | 3.7% | |
| Pioneer Bond Fund K N/R | — | — | — | $1.3M | 2.9% | |
| BlackRock High Yield K N/R | — | — | — | $1.0M | 2.2% | |
| JPMorgan SmartRetirement 2045 R6 N/R | — | — | — | $968K | 2.1% | |
| JP MORGAN 2045 SMARTRTIRMNT R6 MUTUAL FUNDS | — | — | $913K | $968K | 2.1% | |
| Pioneer Fundamental Growth Class Y N/R | — | — | — | $943K | 2.1% | |
| Clearbridge Small Cap Growth I N/R | — | — | — | $598K | 1.3% | |
| Participant Loans *Participant Loans Interest rates 4.25% - 9.50% $0 | — | — | $595K | $595K | 1.3% | |
| JP MORGAN 2050 SMARTRTIRMNT R6 MUTUAL FUNDS | — | — | $483K | $532K | 1.2% | |
| JPMorgan Smart Retirement 2050 R6 N/R | — | — | — | $532K | 1.2% | |
| PIMCO Real Return Fund Class N/R | — | — | — | $479K | 1.0% | |
| ISHARES MSCI EAFE INTRNL IDX K MUTUAL FUNDS | — | — | $393K | $421K | 0.9% | |
| Fund JPMorgan Value Advantage Fund Class N/R | — | — | — | $402K | 0.9% | |
| R6 Columbia Small Cap Index Fund N/R | — | — | — | $370K | 0.8% | |
| Institutional JPMorgan SmartRetirement 2055 RB N/R | — | — | — | $300K | 0.7% | |
| JP MORGAN 2055 SMARTRTIRMNT R6 MUTUAL FUNDS | — | — | $271K | $300K | 0.7% | |
| Invesco Global Fund R6 N/R | — | — | — | $298K | 0.7% | |
| JPMorgan Undiscovered Managers N/R | — | — | — | $290K | 0.6% | |
| JP MORGAN UNDISC MGRS CL R6 MUTUAL FUNDS | — | — | $241K | $290K | 0.6% | |
| Value Class R6 American Capital American Capital Income N/R | — | — | — | $122K | 0.3% | |
| BlackRock Global Allocation K N/R | — | — | — | $84K | 0.2% | |
| First Eagle First Eagle Global Fund Class I N/R | — | — | — | $57K | 0.1% | |
| JPMorgan SmartRetirement 2060 R6 N/R | — | — | — | $56K | 0.1% | |
| JP MORGAN 2060 SMARTRTIRMNT R6 MUTUAL FUNDS | — | — | $50K | $56K | 0.1% |
Related plans
Other plans using MERRILL LYNCH, PIERCE, FENNER AND S
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants
THE KROGER CO.
THE KROGER CO. DEFINED CONTRIBUTION PLAN MASTER TRUST
$10.1B
SOUTHERN COMPANY SERVICES, INC.
THE SOUTHERN COMPANY EMPLOYEE SAVINGS PLAN
$9.3B · 28,079 participants
AECOM
AECOM RETIREMENT & SAVINGS PLAN
$6.8B · 17,515 participants
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
BLACKROCK, INC.
BLACKROCK RETIREMENT SAVINGS PLAN
$4.8B · 8,882 participants
Similar-size Professional & Technical Services plans
MINDEX TECHNOLOGIES, INC.
MINDEX TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN
$45.8M · 368 participants
NETRIX, LLC
NETRIX, LLC 401(K) PLAN & TRUST
$45.5M · 341 participants
LIAISON INTERNATIONAL, LLC
LIAISON INTERNATIONAL, LLC 401(K) RETIREMENT SAVINGS PLAN
$45.2M · 381 participants
PCI ENERGY SOLUTIONS A.K.A. POWER COSTS, INC.
PCI ENERGY SOLUTIONS A.K.A. POWER COSTS, INC. 401(K) PLAN
$45.2M · 223 participants
RCG GLOBAL SERVICES, INC.
RCG GLOBAL SERVICES, INC. SAVINGS PLAN
$46.3M · 139 participants
SYSTEMWARE INC
SYSTEMWARE, INC. EMPLOYEE 401(K) PROFIT SHARING PLAN
$45.1M · 107 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B