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Original filing (PDF)20251001133550NAL0014346464001
WORLD RELIEF
Form 5500
FILING_RECEIVED
WORLD RELIEF 401(K) PLAN
401(k) retirement plan
Active participants
1,211
Accounts w/ balance
1,317
Plan assets (EOY)
$36.5M
Net assets (EOY)
$36.5M
How this plan invests
This plan
1 pooled trust
Schedule D
28 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORLD RELIEF.
Plan sponsor
Name
WORLD RELIEF
EIN
23-6393344
Address
1220B E JOPPA RD. · TOWSON, MD · 21286
Phone
(443) 451-1900
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TAIT WELLER BAKER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $76K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREENSPRING ADVISORS | 82-5320133 | — | INVESTMENT ADVISOR | $52K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $11K | — |
Investments
28 direct securities · 1 pooled fund· $36.5M(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
$36.0M
28 holdings
Common Collective Trust
$498K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FDM Index Income 2045 IPR | — | — | — | $5.2M | 14.3% | |
| Fidelity FDM Index Income 2050 IPR | — | — | — | $4.3M | 11.9% | |
| Fidelity FDM Index Income 2055 IPR | — | — | — | $3.5M | 9.5% | |
| Fidelity FDM Index Income 2040 IPR | — | — | — | $3.2M | 8.9% | |
| Fidelity FDM Index Income 2035 IPR | — | — | — | $3.2M | 8.8% | |
| Fidelity FDM Index Income 2070 IPR 767 * Fidelity 500 Index | — | — | — | $2.2M | 6.1% | |
| Fidelity FDM Index Income 2060 IPR | — | — | — | $2.2M | 6.0% | |
| Fidelity Large Cap GR IDX | — | — | — | $1.7M | 4.5% | |
| Fidelity FDM Index Income 2030 IPR | — | — | — | $1.6M | 4.5% | |
| Fidelity FDM Index Income 2025 IPR | — | — | — | $1.6M | 4.4% | |
| Fidelity FDM Index Income 2020 IPR | — | — | — | $1.2M | 3.4% | |
| Fidelity FDM Index Income 2065 IPR | — | — | — | $832K | 2.3% | |
| Vanguard Dividend Growth Fund | — | — | — | $547K | 1.5% | |
| Federated Capital Preservation Fund Class R6 | — | — | — | $498K | 1.4% | |
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $498K | 1.4% | |
| Fidelity Midcap Index | — | — | — | $496K | 1.4% | |
| Vanguard Equity Income Adm | — | — | — | $462K | 1.3% | |
| Calvert Investments Calvert US LG CP CRI | — | — | — | $445K | 1.2% | |
| Fidelity Small Cap Index | — | — | — | $427K | 1.2% | |
| Fidelity Total International Index | — | — | — | $322K | 0.9% | |
| Dimensional Fund DFA International Core Equity Fund | — | — | — | $320K | 0.9% | |
| Fidelity FDM Index Income 2015 IPR | — | — | — | $255K | 0.7% | |
| Dimensional Fund DFA Emerging Markets Small Cap Portfolio | — | — | — | $253K | 0.7% | |
| Metropolitan West Funds Metropolitan West Total Return Bond | — | — | — | $247K | 0.7% | |
| Fidelity US Bond Index | — | — | — | $219K | 0.6% | |
| Fidelity FDM Index Income IPR | — | — | — | $217K | 0.6% | |
| John Hancock John Hancock Disciplined Value Mid Cap Fund | — | — | — | $202K | 0.6% | |
| Fidelity Strategic Income Fund | — | — | — | $86K | 0.2% | |
| Fidelity Real Estate Index | — | — | — | $74K | 0.2% |
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