Karley Jones signed Worldvu Development LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Worldvu Development LLC's EIN is 47-1249067.
Download the official 2024 Form 5500 (PDF) for Worldvu Development LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Worldvu Development LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RET 2035 - ADV | Registered Investment Companies | — | — | $2.1M | 13.5% | |
| STATE ST EQUITY 500 INDEX A | Registered Investment Companies | — | — | $1.6M | 10.0% | |
| COLUMBIA GLOBAL TECH GROWTH I | Registered Investment Companies | — | — | $1.2M | 7.8% | |
| T. ROWE PRICE RET 2055 - ADV | Registered Investment Companies | — | — | $1.2M | 7.7% | |
| T.ROWE PRICE RETIRE 2030 - ADV | Registered Investment Companies | — | — | $1.1M | 7.0% | |
| JPM LRG CP GWTH R3 | Registered Investment Companies | — | — | $1.0M | 6.4% | |
| NAA SMID CAP VALUE A | Registered Investment Companies | — | — | $843K | 5.4% | |
| T.ROWE PRICE RETIRE 2040 - ADV | Registered Investment Companies | — | — | $837K | 5.3% | |
| T. ROWE PRICE RETIRE 2060-ADV | Registered Investment Companies | — | — | $647K | 4.1% | |
| T. ROWE PRICE RET 2045 - ADV | Registered Investment Companies | — | — | $610K | 3.9% | |
| T. ROWE PRICE RET 2025 - ADV | Registered Investment Companies | — | — | $573K | 3.7% | |
| JANUS HENDERSON ENTERPRISE - S | Registered Investment Companies | — | — | $532K | 3.4% | |
| FID ADV SMALL CAP VALUE I | Registered Investment Companies | — | — | $365K | 2.3% | |
| VANG EQUITY INC ADM 746 REGISTERED INVESTMENT COMPANY T ROWE PRICE FINANCIAL SERVICE | Registered Investment Companies | — | — | $350K | 2.2% | |
| AMERICAN FUNDS WAMU - R4 | Registered Investment Companies | — | — | $277K | 1.8% | |
| ALLSPRING SPECIAL MC VAL ADM | Registered Investment Companies | — | — | $242K | 1.5% | |
| AMER FUNDS NEW PERSPECTIVE -R4 | Registered Investment Companies | — | — | $241K | 1.5% | |
| T. ROWE PRICE RETIRE 2050-ADV | Registered Investment Companies | — | — | $213K | 1.4% | |
| AMERICAN FUNDS AMER BAL - R4 | Registered Investment Companies | — | — | $209K | 1.3% | |
| COLUMBIA LG CAP ENH CORE I | Registered Investment Companies | — | — | $202K | 1.3% | |
| FEDERATED MDT SM CP GR - A | Registered Investment Companies | — | — | $121K | 0.8% | |
| BLK ADV SM CAP CORE - INV A | Registered Investment Companies | — | — | $113K | 0.7% | |
| BLK HEALTH SCI OPPORT PORT - A | Registered Investment Companies | — | — | $104K | 0.7% | |
| COLUMBIA OVERSEAS VALUE I | Registered Investment Companies | — | — | $85K | 0.5% | |
| T. ROWE PRICE RET 2015 - ADV | Registered Investment Companies | — | — | $78K | 0.5% | |
| MET GG SV 25554 - K WILMINGTON TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $75K | 0.5% | |
| PGIM HIGH YIELD - A | Registered Investment Companies | — | — | $63K | 0.4% | |
| T.ROWE PRICE RETIRE 2020 - ADV | Registered Investment Companies | — | — | $63K | 0.4% | |
| CLEARBRIDGE INTL GROWTH A | Registered Investment Companies | — | — | $58K | 0.4% | |
| INVESCO INT SMALL MID CO A | Registered Investment Companies | — | — | $53K | 0.3% | |
| FID ADV FOCUSED EMERGING MKT A | Registered Investment Companies | — | — | $52K | 0.3% | |
| DWS RREEF REAL EST SEC A | Registered Investment Companies | — | — | $50K | 0.3% | |
| STATE ST SMALLMID CAP EQ IDX A | Registered Investment Companies | — | — | $45K | 0.3% | |
| MFS RESEARCH INTL - R3 | Registered Investment Companies | — | — | $44K | 0.3% | |
| PGIM GLOBAL TOTAL RET A | Registered Investment Companies | — | — | $31K | 0.2% | |
| STATE ST AGGREGATE BOND A | Registered Investment Companies | — | — | $26K | 0.2% | |
| AMER BOND FUND OF AMERICA-R4 | Registered Investment Companies | — | — | $23K | 0.1% | |
| LORD ABBETT SHORT DUR INC R4 | Registered Investment Companies | — | — | $17K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $34K |
| — |
