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Original filing (PDF)20250910153045NAL0013518355001
WORLD KINECT CORPORATION
Form 5500
FILING_RECEIVED
WORLD KINECT CORPORATION 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
2,431
Accounts w/ balance
2,970
Plan assets (EOY)
$382.7M
Net assets (EOY)
$382.7M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORLD KINECT CORPORATION.
Plan sponsor
Name
WORLD KINECT CORPORATION
EIN
59-2459427
Address
9800 NW 41ST STREET · SUITE 400 · MIAMI, FL · 33178
Phone
(305) 351-4911
Industry
Wholesale Tradesee 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
2025-09-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $83K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER | 36-4291971 | — | CONSULTANT | $11K | — |
Investments
32 direct securities · 1 pooled fund· $396.6M(100% of reported assets)
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.
Uncategorized
$381.8M
32 holdings
Common Collective Trust
$14.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Growth Co K6 Fund " | — | — | — | $87.8M | 22.9% | |
| Fidelity 500 Index Fund " | — | — | — | $46.4M | 12.1% | |
| Fidelity Freedom 2030 K6 Fund " | — | — | — | $29.5M | 7.7% | |
| Fidelity Freedom 2035 K6 Fund " | — | — | — | $26.1M | 6.8% | |
| Fidelity Freedom 2040 K6 Fund " | — | — | — | $25.6M | 6.7% | |
| Fidelity Freedom 2045 K6 Fund " | — | — | — | $23.4M | 6.1% | |
| Fidelity Freedom 2025 K6 Fund " | — | — | — | $18.3M | 4.8% | |
| Fidelity Freedom 2050 K6 Fund " | — | — | — | $17.9M | 4.7% | |
| Fidelity Managed Income Portfolio Fund Common collective trust | — | — | — | $14.8M | 3.9% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $14.8M | 3.9% | |
| T. Rowe Price Equity Income Fund " | — | — | — | $11.9M | 3.1% | |
| Fidelity Capital & Income Fund " | — | — | — | $9.6M | 2.5% | |
| Fidelity Freedom 2055 K6 Fund " | — | — | — | $9.4M | 2.5% | |
| Fidelity Puritan K6 Fund " | — | — | — | $8.5M | 2.2% | |
| Fidelity Diversified International K6 " | — | — | — | $6.8M | 1.8% | |
| Fidelity Freedom 2020 K6 Fund " | — | — | — | $5.6M | 1.5% | |
| Participant loans (4.25% - 10.50%) - | — | — | — | $5.0M | 1.3% | |
| Fidelity Small Cap Index Fund " | — | — | — | $4.6M | 1.2% | |
| Fidelity Freedom 2060 K6 Fund " | — | — | — | $4.3M | 1.1% | |
| PIMCO Total Return II Fund Mutual fund | — | — | — | $3.3M | 0.9% | |
| JPMorgan Mid Cap Growth Fund " | — | — | — | $3.3M | 0.9% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $3.1M | 0.8% | |
| Fidelity International Index Fund " | — | — | — | $3.1M | 0.8% | |
| JPMorgan Emerging Markets Equity R6 Fund " | — | — | — | $2.5M | 0.6% | |
| MFS Mid Cap Value R6 Fund " | — | — | — | $2.1M | 0.6% | |
| Fidelity Freedom 2015 K6 Fund " | — | — | — | $1.8M | 0.5% | |
| Fidelity US Bond Index Fund " | — | — | — | $1.7M | 0.5% | |
| Fidelity Small Cap Growth " | — | — | — | $1.5M | 0.4% | |
| Franklin Small Cap Value R6 Fund " | — | — | — | $1.4M | 0.4% | |
| Fidelity Freedom 2065 K6 Fund " | — | — | — | $978K | 0.3% | |
| Fidelity Freedom 2010 K6 Fund " | — | — | — | $682K | 0.2% | |
| Fidelity Freedom Income K6 Fund " | — | — | — | $607K | 0.2% | |
| Fidelity Government Money Market Fund Class K6 " | — | — | — | $48K | <0.1% |