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Original filing (PDF)20251015141823NAL0002557283001
WORLDNET TELECOMMUNICATIONS LLC.
Form 5500
FILING_RECEIVED
WORLDNET TELECOMMUNICATIONS LLC. 1081.01 RETIREMENT PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
194
Accounts w/ balance
190
Plan assets (EOY)
$10.2M
Net assets (EOY)
$10.2M
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)
88
/ 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
86
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Empower Annuity Insurance Company of * America Fixed annuity at 1.41% interest rate -0-" is 28% of plan.
- 62 bps in Schedule C fees — 115% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORLDNET TELECOMMUNICATIONS LLC..
Plan sponsor
Name
WORLDNET TELECOMMUNICATIONS LLC.
EIN
66-0530841
Address
90 CARRETERA 165 SUITE 201 · CENTRO INTERNACIONAL DE MERCADEO · GUAYNABO, PR · 00968
Phone
(787) 277-0210
Industry
Information / Tech / Mediasee all
Plan administrator
Name
WORLDNET TELECOMMUNICATIONS INC.
EIN
66-0530841
City
GUAYNABO, PR
Phone
(787) 277-0210
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3C · Not intended to be qualified
Audit & trust (Schedule H)
Auditor
SHARON GONZALEZ CPAS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $22K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT | — | DALLAS, TX | INV ADVISOR | $42K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT CONSULTING GROUP OF PR INC | — | SAN JUAN, PR | CONTRACT ADM | $0 | — |
Investments
32 direct securities· $10.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Annuity Insurance Company of * America Fixed annuity at 1.41% interest rate -0- | — | — | — | $2.9M | 27.9% | |
| Putnam Dynamic Asset Alloc Growth R6 Mutual Funds -0- | — | — | — | $1.6M | 15.3% | |
| Allspring Diversified Income Builder R6 Mutual Funds -0- | — | — | — | $1.3M | 12.5% | |
| Janus Henderson Balance N Mutual Funds -0- | — | — | — | $1.0M | 9.8% | |
| Blackrock Lifepath Index 2040 K Mutual Funds -0- | — | — | — | $569K | 5.6% | |
| Blackrock Lifepath Index 2025 K Mutual Funds -0- - Blackrock Lifepath Index 2030 K Mutual Funds -0- | — | — | — | $489K | 4.8% | |
| Franklin Mutual shares Z Mutual Funds -0- | — | — | — | $377K | 3.7% | |
| MFS Diversified Income R6 Mutual Funds -0- | — | — | — | $366K | 3.6% | |
| Blackrock Lifepath Index 2035 K Mutual Funds -0- | — | — | — | $325K | 3.2% | |
| American Funds Growth of Amer R6 Mutual Funds -0- | — | — | — | $324K | 3.2% | |
| Notes receivable from participants maturities through October 2029 -0- | — | — | — | $244K | 2.4% | |
| Blackrock Lifepath Index 2045 K Mutual Funds -0- | — | — | — | $173K | 1.7% | |
| MFS Research R6 Mutual Funds -0- | — | — | — | $109K | 1.1% | |
| Blackrock Lifepath Index 2050 K Mutual Funds -0- | — | — | — | $91K | 0.9% | |
| Lord Abbet Developing Growth R6 Mutual Funds -0- | — | — | — | $61K | 0.6% | |
| JP Morgan Equity Income R6 Mutual Funds -0- | — | — | — | $53K | 0.5% | |
| Blackrock Lifepath Index 2055 K Mutual Funds -0- | — | — | — | $46K | 0.4% | |
| Allspring Common Stock R6 Mutual Funds -0- | — | — | — | $35K | 0.3% | |
| Blackrock Lifepath Index 2065 K Mutual Funds -0- | — | — | — | $34K | 0.3% | |
| PIMCO Real Return Instl Mutual Funds -0- | — | — | — | $33K | 0.3% | |
| Western Asset Core Bond IS Mutual Funds -0- | — | — | — | $30K | 0.3% | |
| Blackrock Lifepath Index 2060 K Mutual Funds -0- | — | — | — | $28K | 0.3% | |
| Franklin Small Cap Value R6 Mutual Funds -0- | — | — | — | $28K | 0.3% | |
| Empower Annuity Insurance Company of * America Fixed annuity at 1.41% interest rate -0- | — | — | — | $28K | 0.3% | |
| Blackrock Global Allocation K Mutual Funds -0- | — | — | — | $27K | 0.3% | |
| American Funds New World R6 Mutual Funds -0- | — | — | — | $22K | 0.2% | |
| MFS Intl Diversification R6 Mutual Funds -0- | — | — | — | $13K | 0.1% | |
| PGIM High Yield R6 Mutual Funds -0- | — | — | — | $9K | <0.1% | |
| Invesco Global R6 Mutual Funds -0- | — | — | — | $8K | <0.1% | |
| Blackrock Lifepath Index Retirement K Mutual Funds -0- | — | — | — | $5K | <0.1% | |
| AB High Income Z Mutual Funds -0- | — | — | — | $3K | <0.1% | |
| 1 AUDITED FINANCIAL STATEMENTS & SUPPLEMENTAL SCHEDULES WORLDNET TELECOMMUNICATIONS LLC. | — | — | — | $1K | <0.1% |
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