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Original filing (PDF)20250815064713NAL0005750595001
WORLD EDUCATION SERVICES, INC.
Form 5500
FILING_RECEIVED
WORLD EDUCATION SERVICES, INC. 401(A) DC PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
262
Accounts w/ balance
404
Plan assets (EOY)
$17.1M
Net assets (EOY)
$17.1M
How this plan invests
This plan
1 pooled trust
Schedule D
62 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORLD EDUCATION SERVICES, INC..
Plan sponsor
Name
WORLD EDUCATION SERVICES, INC.
EIN
23-7396384
Address
1 BATTERY PARK PLAZA · 3RD FLOOR · NEW YORK, NY · 10004
Phone
(212) 219-7307
Industry
Educational 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
2025-08-15
Pension benefit codes
2C · Money purchase (other than target benefit)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | NEW YORK, NY | NONE | $21K | — |
| EISNER ADVISORY GROUP LLC | 87-1353108 | NEW YORK, NY | NONE | $6K | — |
Investments
61 direct securities · 1 pooled fund· $17.1M(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
$16.9M
61 holdings
Pooled Separate Account
$209K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Stock | — | — | — | $2.3M | 13.2% | |
| TIAA Traditional (contract value) | — | — | — | $2.1M | 12.5% | |
| American Funds American Funds 2050 Tar Ret | — | — | — | $1.2M | 7.2% | |
| American Funds American Funds 2045 Tar Ret | — | — | — | $968K | 5.7% | |
| American Funds American Funds 2055 Tar Ret | — | — | — | $948K | 5.5% | |
| American Funds American Funds 2035 Tar Ret | — | — | — | $912K | 5.3% | |
| Vanguard 500 Index Adm | — | — | — | $781K | 4.6% | |
| CREF Global Equities | — | — | — | $645K | 3.8% | |
| American Funds American Funds 2040 Tar Ret | — | — | — | $613K | 3.6% | |
| CREF Growth | — | — | — | $605K | 3.5% | |
| JP Morgan JP Morgan US Equity | — | — | — | $567K | 3.3% | |
| TIAA Access Lifecycle 2050 | — | — | — | $503K | 2.9% | |
| American Funds American EuroPac Growth | — | — | — | $493K | 2.9% | |
| CREF Equity Index | — | — | — | $479K | 2.8% | |
| TIAA Access Lifecycle 2045 | — | — | — | $354K | 2.1% | |
| American Funds American Funds 2060 Tar Ret | — | — | — | $340K | 2.0% | |
| American Funds American Funds 2025 Tar Ret | — | — | — | $218K | 1.3% | |
| TIAA Access Lifecycle 2040 | — | — | — | $211K | 1.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $209K | 1.2% | |
| T. Rowe T. Rowe Price Blue Chip Gr | — | — | — | $208K | 1.2% | |
| PGIM Total Return Bond | — | — | — | $192K | 1.1% | |
| Vanguard Extended Market Index Adm | — | — | — | $189K | 1.1% | |
| American Funds American Funds 2030 Tar Ret | — | — | — | $154K | 0.9% | |
| Cohen & Steers Cohen & Steers Inst Realty Shares | — | — | — | $148K | 0.9% | |
| TIAA Access Lifecycle 2025 | — | — | — | $138K | 0.8% | |
| CREF Social Choice | — | — | — | $134K | 0.8% | |
| Vanguard Federal Money Mkt Inv | — | — | — | $129K | 0.8% | |
| MFS Vale Fund Class | — | — | — | $127K | 0.7% | |
| Vanguard Selected Value Inv | — | — | — | $97K | 0.6% | |
| TIAA Access Lifecycle 2020 | — | — | — | $91K | 0.5% | |
| TIAA Access Intl Equity | — | — | — | $87K | 0.5% | |
| TIAA Access Lifecycle 2030 | — | — | — | $75K | 0.4% | |
| CREF Core Bond | — | — | — | $71K | 0.4% | |
| Vanguard Ttl Intl Stock Index Adm | — | — | — | $67K | 0.4% | |
| CREF Money Market | — | — | — | $65K | 0.4% | |
| Nuveen Large Cap Resp Equity | — | — | — | $65K | 0.4% | |
| TIAA Access Lifecycle 2035 | — | — | — | $63K | 0.4% | |
| Vanguard Mid-Cap Growth Adm | — | — | — | $56K | 0.3% | |
| TIAA Access Lifecycle 2055 | — | — | — | $42K | 0.2% | |
| PIMCO Diversified Income Inst | — | — | — | $41K | 0.2% | |
| TIAA Access Sm-Cap Bl Idx | — | — | — | $39K | 0.2% | |
| TIAA Access Mid-Cap Val | — | — | — | $37K | 0.2% | |
| CREF Inflation-Linked Bond | — | — | — | $34K | 0.2% | |
| TIAA Access Real Est Secs | — | — | — | $34K | 0.2% | |
| TIAA Access Lg-Cap Val | — | — | — | $26K | 0.2% | |
| TIAA Access Lifecycle 2015 | — | — | — | $26K | 0.1% | |
| TIAA Access Nuv Qt Sm Cp Eq | — | — | — | $22K | 0.1% | |
| Vanguard Small-Cap Growth Adm | — | — | — | $22K | 0.1% | |
| TIAA Access Equity Index 793 * TIAA Access Growth & Income | — | — | — | $19K | 0.1% | |
| TIAA Access Core Bond Plus | — | — | — | $19K | 0.1% | |
| TIAA Access Lg-Cap GR | — | — | — | $19K | 0.1% | |
| Delaware Small Cap Value | — | — | — | $15K | <0.1% | |
| TIAA Access Lifecycle 2010 | — | — | — | $14K | <0.1% | |
| TIAA Access Mid-Cap Gr | — | — | — | $13K | <0.1% | |
| American Funds American Funds 2015 Tar Ret | — | — | — | $10K | <0.1% | |
| TIAA Access Lifecycle 2060 | — | — | — | $9K | <0.1% | |
| American Funds American Funds 2020 Tar Ret | — | — | — | $8K | <0.1% | |
| TIAA Access Nuv LgCp Res Eq | — | — | — | $6K | <0.1% | |
| American Funds American Funds 2010 Tar Ret | — | — | — | $3K | <0.1% | |
| TIAA Access Lifecycle Retirement | — | — | — | $2K | <0.1% | |
| American Funds American Funds 2065 Tar Ret | — | — | — | $2K | <0.1% | |
| Vanguard Inflation Protect Sec Adm | — | — | — | $1K | <0.1% |
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