Nadia Akram signed ADI Worldlink, LLC DBA Worldlink's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ADI Worldlink, LLC DBA Worldlink's EIN is 52-2100203.
Download the official 2024 Form 5500 (PDF) for ADI Worldlink, LLC DBA Worldlink from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ADI Worldlink, LLC DBA Worldlink'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 | $39K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USCA RIA LLC | 61-1687272 | — | INVESTMENT/FINANCIAL ADVI |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $2.1M | 14.1% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $1.8M | 12.5% | |
| ISHARES S&P 500 INDEX I | Registered Investment Companies | — | — | $1.6M | 11.2% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $1.4M | 9.6% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $1.2M | 8.1% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $1.2M | 7.8% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $1.0M | 7.0% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $958K | 6.5% | |
| FIDELITY ADV GRTH OPPS I | Registered Investment Companies | — | — | $412K | 2.8% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $405K | 2.7% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $321K | 2.2% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $251K | 1.7% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $248K | 1.7% | |
| T ROWE PRICE GLB STOCK | Registered Investment Companies | — | — | $216K | 1.5% | |
| COLUMBIA DIV INC FUND I | Registered Investment Companies | — | — | $187K | 1.3% | |
| PRINCIPAL MC S&P 400 IDX I | Registered Investment Companies | — | — | $165K | 1.1% | |
| WILLIAM BLAIR SMALL CAP GR R6 | Registered Investment Companies | — | — | $147K | 1.0% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $133K | 0.9% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $130K | 0.9% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $126K | 0.9% | |
| JOHN HANCOCK BOND FUND - R6 | Registered Investment Companies | — | — | $123K | 0.8% | |
| TRP RETIREMENT BALANCED I | Registered Investment Companies | — | — | $119K | 0.8% | |
| FIDELITY ADV SMALL CAP VAL Z | Registered Investment Companies | — | — | $86K | 0.6% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $67K | 0.5% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $56K | 0.4% | |
| TRP RETIREMENT 2065 I | Registered Investment Companies | — | — | $54K | 0.4% | |
| PP VERSATILE BOND I | Registered Investment Companies | — | — | $53K | 0.4% | |
| MFS GLOBAL EQUITY FUND R6 | Registered Investment Companies | — | — | $40K | 0.3% | |
| GDS INTL EQUITY ESG R6 | Registered Investment Companies | — | — | $32K | 0.2% | |
| LORD ABBETT BOND DEBENTURE R6 | Registered Investment Companies | — | — | $15K | 0.1% | |
| THORNBURG LIMITED TERM INC R5 | Registered Investment Companies | — | — | $6K | <0.1% | |
| VIRTUS KAR INTL SM CAP R6 | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $35K |
| — |
