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Original filing (PDF)20250828051038NAL0010097585001
ADI WORLDLINK, LLC DBA WORLDLINK
Form 5500
FILING_RECEIVED
WORLDLINK 401(K) PLAN
401(k) retirement plan
Active participants
254
Accounts w/ balance
461
Plan assets (EOY)
$14.7M
Net assets (EOY)
$14.7M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 50 bps in Schedule C fees — 74% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADI WORLDLINK, LLC DBA WORLDLINK.
Plan sponsor
Name
ADI WORLDLINK, LLC DBA WORLDLINK
EIN
52-2100203
Address
3880 PARKWOOD BLVD · BLDG 2 STE 204 · FRISCO, TX · 75034
Phone
(972) 671-3434
Industry
Admin Support & Waste Mgmtsee 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
2025-08-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SALMON SIMS THOMAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $39K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USCA RIA LLC | 61-1687272 | — | INVESTMENT/FINANCIAL ADVI | $35K | — |
Investments
32 direct securities· $14.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % 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% |
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