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Original filing (PDF)20250929104816NAL0026531346001
WUNDERKIND CORPORATION
Form 5500
FILING_RECEIVED
WUNDERKIND 401(K) PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
413
Accounts w/ balance
671
Plan assets (EOY)
$42.7M
Net assets (EOY)
$42.7M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Fidelity Freedom Index 2055 Investor #" is 27% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WUNDERKIND CORPORATION.
Plan sponsor
Name
WUNDERKIND CORPORATION
EIN
45-3617507
Address
ONE WORLD TRADE CENTER · 74TH FLOOR · NEW YORK, NY · 10007
Phone
(212) 292-3162
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-09-29
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
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $35K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $48K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $15K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE | 35-0921680 | — | ACCOUNTANT/AUDITOR | $20K | — |
Investments
33 direct securities· $42.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Investor # | — | — | — | $11.4M | 26.7% | |
| Fidelity Freedom Index 2060 Investor # | — | — | — | $8.6M | 20.2% | |
| Fidelity Freedom Index 2050 Investor # | — | — | — | $5.5M | 12.9% | |
| Fidelity 500 Index Fund # | — | — | — | $3.9M | 9.2% | |
| Fidelity Freedom Index 2045 Investor # | — | — | — | $3.0M | 7.1% | |
| Fidelity Large Cap Index Fund # | — | — | — | $1.6M | 3.8% | |
| Fidelity Total Market Index # | — | — | — | $1.6M | 3.7% | |
| Fidelity Freedom Index 2065 Investor # | — | — | — | $976K | 2.3% | |
| Fidelity Freedom Index 2040 Investor # | — | — | — | $707K | 1.7% | |
| Fidelity International Index Fund # | — | — | — | $702K | 1.6% | |
| Fidelity Mid Cap Index Fund # | — | — | — | $666K | 1.6% | |
| Dodge & Cox Dodge & Cox Stock Fund # | — | — | — | $534K | 1.3% | |
| Fidelity Emerging Markets Idx # | — | — | — | $490K | 1.1% | |
| Fidelity U.S. Bond Index Fund # | — | — | — | $478K | 1.1% | |
| Fidelity Small Cap Index Fund # | — | — | — | $357K | 0.8% | |
| Carillon Eagles Carillon Eagle Mid Cap Growth R6 # | — | — | — | $330K | 0.8% | |
| Notes Receivable From Participants * Plan Participants Maturing through December 2029 at interest rates of 4.25% to 9.50% # | — | — | — | $230K | 0.5% | |
| JP Morgan JP Morgan International Equity Fund Class R6 # | — | — | — | $227K | 0.5% | |
| Fidelity Freedom Index 2035 Investor # | — | — | — | $191K | 0.4% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Fund, Inc. Z # | — | — | — | $181K | 0.4% | |
| American Funds American Funds The Bond Fund of America Class R6 # | — | — | — | $180K | 0.4% | |
| Fidelity Government Money Market Fund # | — | — | — | $157K | 0.4% | |
| American Century American Century Mid Cap Value Fund R6 Class # | — | — | — | $147K | 0.3% | |
| American Century American Century Small Cap Value Fund R6 Class # | — | — | — | $137K | 0.3% | |
| . American Century American Century Small Cap Value Fund R6 Class # | — | — | — | $106K | 0.2% | |
| BlackRock High Yield Bond Portfolio Class K # | — | — | — | $71K | 0.2% | |
| Fidelity Freedom Index 2030 Investor # | — | — | — | $23K | <0.1% | |
| Fidelity Inflation-Protected Bond Index Fund # | — | — | — | $22K | <0.1% | |
| Fidelity Freedom Index 2020 Investor # | — | — | — | $9K | <0.1% | |
| Fidelity Freedom Index Income Fund # | — | — | — | $4K | <0.1% | |
| Fidelity Freedom Index 2010 Investor # | — | — | — | $4K | <0.1% | |
| Fidelity Freedom Index 2025 Investor # | — | — | — | $2K | <0.1% | |
| Fidelity Freedom Index 2015 Investor # | — | — | — | $2K | <0.1% |
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