How big is Worldwide Financial Solutions LLC's plan?

Worldwide Financial Solutions LLC's plan reported $377K in assets and 6 participants for 2024.

Original filing (PDF)20250417220932NAL0002096417099

Worldwide Financial Solutions LLC

Name: Worldwide Financial Solutions LLC — Worldwide, Form 5500 (2024)
Creator: Worldwide Financial Solutions LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Worldwide Financial Solutions 401(k) Plan

401(k) retirement plan · Worldwide Financial Solutions LLC's Worldwide Financial Solutions 401(k) Plan held $377K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$377K

Net assets (EOY)

$377K

Plan identifiers

Worldwide Financial Solutions LLC's EIN is 52-2251889.

EIN 52-2251889

Plan number 001

Plan year 2024

ACK ID 20250417220932NAL0002096417099

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Worldwide Financial Solutions LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Worldwide Financial Solutions LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WORLDWIDE FINANCIAL SOLUTIONS LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score