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Original filing (PDF)20230428132538NAL0018561440001

WORLD SECURITY INSTITUTE

Form 5500-SF
FILING_RECEIVED
WORLD SECURITY INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
2
Accounts w/ balance
37
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORLD SECURITY INSTITUTE.
Plan sponsor
Name
WORLD SECURITY INSTITUTE
EIN
52-1289743
Address
1835 7TH ST NW #105 · WASHINGTON, DC · 200013107
Phone
(919) 699-1907
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-04-28
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone
Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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