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Original filing (PDF)20251015155737NAL0002591507001
WORLD 50
Form 5500
FILING_RECEIVED
WORLD 50, INC.
401(k) retirement plan
Active participants
352
Accounts w/ balance
445
Plan assets (EOY)
$37.9M
Net assets (EOY)
$37.9M
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)
100
/ 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
100
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORLD 50.
Plan sponsor
Name
WORLD 50
EIN
42-1729555
Address
3525 PIEDMONT RD · BUILDING7, SUITE 600 · ATLANTA, GA · 30305
Phone
(404) 816-5559
Industry
Other Services (ex. Public Admin)see 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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RSM 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 | $26K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES | 33-0785439 | — | ADVISOR | $15K | — |
Investments
26 direct securities · 1 pooled fund· $37.9M(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
$37.5M
26 holdings
Common Collective Trust
$339K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Fidelity Freedom 2050 Fund K6 | — | — | — | $4.8M | 12.7% | |
| Fidelity Management Trust Company Fidelity 500 Index Fund Investor Class | — | — | — | $4.8M | 12.7% | |
| Fidelity Management Trust Company Fidelity Freedom 2055 Fund K6 | — | — | — | $4.2M | 11.2% | |
| Fidelity Management Trust Company Fidelity Freedom 2045 Fund K6 | — | — | — | $3.7M | 9.9% | |
| Fidelity Management Trust Company Fidelity Freedom 2020 Fund K6 | — | — | — | $3.7M | 9.8% | |
| Fidelity Management Trust Company Fidelity Freedom 2060 Fund K6 | — | — | — | $3.3M | 8.7% | |
| Fidelity Management Trust Company Fidelity Contrafund Fund K6 | — | — | — | $2.5M | 6.7% | |
| Fidelity Management Trust Company Fidelity Freedom 2035 Fund K6 | — | — | — | $2.2M | 5.9% | |
| Fidelity Management Trust Company Fidelity Freedom 2040 Fund K6 | — | — | — | $1.6M | 4.3% | |
| Fidelity Management Trust Company Fidelity Freedom 2065 Fund K6 | — | — | — | $879K | 2.3% | |
| Victory Capital Management Victory Sycamore Established Fund R6 | — | — | — | $829K | 2.2% | |
| Fidelity Management Trust Company Fidelity International Index Fund Premium Class | — | — | — | $722K | 1.9% | |
| Fidelity Management Trust Company Fidelity Multi-Asset Index Fund | — | — | — | $583K | 1.5% | |
| Fidelity Management Trust Company Fidelity Small Cap Index Institutional Fund | — | — | — | $518K | 1.4% | |
| Fidelity Management Trust Company Fidelity Overseas Fund | — | — | — | $405K | 1.1% | |
| Fidelity Management Trust Company Fidelity Freedom 2025 Fund K6 | — | — | — | $400K | 1.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $339K | 0.9% | |
| Baron Funds Baron Asset Fund R6 | — | — | — | $317K | 0.8% | |
| Fidelity Management Trust Company Fidelity Freedom 2030 Fund K6 | — | — | — | $302K | 0.8% | |
| Participants 5.75% to 9.5%; maturing through June 2034 | — | — | — | $300K | 0.8% | |
| MFS Investment Management MFS Value Fund Class R6 | — | — | — | $281K | 0.7% | |
| Fidelity Management Trust Company Fidelity Extended Market Index Fund Premium Class | — | — | — | $260K | 0.7% | |
| JPMorgan Government Bond Fund R6 | — | — | — | $253K | 0.7% | |
| BlackRock Total Return Fund k | — | — | — | $217K | 0.6% | |
| Loomis, Sayles & Company LP Loomis Sayles Small Cap Growth Fund Retail Class | — | — | — | $122K | 0.3% | |
| Fidelity Management Trust Company Fidelity U.S. Bond Index Fund Investor Class | — | — | — | $110K | 0.3% | |
| Fidelity Management Trust Company Fidelity Freedom 2015 Fund K6 | — | — | — | $19K | <0.1% |