Laurent Desnoux signed World Economic Forum LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
World Economic Forum LLC's EIN is 20-3908371.
Download the official 2024 Form 5500 (PDF) for World Economic Forum LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)World Economic Forum LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $21K | — |
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 | |||||
|---|---|---|---|---|---|---|
| S SHARES / UNITS * Fidelity 500 Index | Mutual Funds | — | $40K | $8.2M | 16.7% | |
| T. Rowe Price Retirement 2045 I | Other securities | — | $342K | $7.6M | 15.4% | |
| T. Rowe Price Retirement 2050 I | Other securities | — | $347K | $6.6M | 13.3% | |
| Fidelity Blue Chip Growth | Mutual Funds | — | $16K | $3.7M | 7.4% | |
| T. Rowe Price Retirement 2040 I | Other securities | — | $95K | $2.9M | 5.9% | |
| T. Rowe Price Retirement 2055 I | Other securities | — | $141K | $2.8M | 5.7% | |
| T. Rowe Price Retirement 2035 I | Other securities | — | $128K | $2.7M | 5.5% | |
| Hartford International Opportunities R4 | Other securities | — | $80K | $1.5M | 3.1% | |
| T. Rowe Price Retirement 2060 I | Other securities | — | $82K | $1.4M | 2.8% | |
| Fidelity Small Cap Index | Mutual Funds | — | $49K | $1.3M | 2.7% | |
| Fidelity Large Cap Stock | Mutual Funds | — | $24K | $1.3M | 2.7% | |
| Fidelity Extended Market Index | Mutual Funds | — | $13K | $1.2M | 2.4% | |
| Harding Loevner Emerging Markets Adv | Other securities | — | $31K | $1.1M | 2.3% | |
| Fidelity Total Bond | Mutual Funds | — | $119K | $1.1M | 2.3% | |
| T. Rowe Price Retirement 2030 I | Other securities | — | $34K | $860K | 1.7% | |
| Allsping Special Mid Cap Value Adm | Other securities | — | $15K | $716K | 1.5% | |
| T. Rowe Price Retirement 2020 I | Other securities | — | $37K | $688K | 1.4% | |
| Janus Henderson Enterprise A | Mutual Funds | — | $5K | $685K | 1.4% | |
| Fidelity US Bond Index | Mutual Funds | — | $59K | $607K | 1.2% | |
| T. Rowe Price Retirement 2025 I | Other securities | — | $25K | $407K | 0.8% | |
| Fidelity Real Estate Invs | Mutual Funds | — | $8K | $299K | 0.6% | |
| AB Small Cap Growth I | Other securities | — | $4K | $272K | 0.6% | |
| MONEY MARKET FUND * Fidelity Government Market Fund | Mutual Funds | — | $239K | $239K | 0.5% | |
| * Managed Income Portfolio I | Common Collective Trusts | — | $197K | $197K | 0.4% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $197K | 0.4% | |
| T. Rowe Price Retirement 2065 I | Other securities | — | $14K | $185K | 0.4% | |
| Janus Henderson Global Life Sciences I | Mutual Funds | — | $2K | $155K | 0.3% | |
| JPMorgan Equity Income R3 | Other securities | — | $4K | $93K | 0.2% | |
| T. Rowe Price Retirement 2015 I | Other securities | — | $6K | $75K | 0.2% | |
| Fidelity Pacific Basin | Mutual Funds | — | $1K | $43K | <0.1% | |
| Parnassus Mid Cap IS | Other securities | — | $1K | $41K | <0.1% | |
| Allspring Special Small Cap Value Adm | Other securities | — | $1K | $41K | <0.1% | |
| T. Rowe Price Retirement 2005 I | Other securities | — | $2K | $28K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
