John Hunger signed World Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
World Group LLC's EIN is 82-2539058.
Download the official 2024 Form 5500 (PDF) for World Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)World Group LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $67K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHLAND CONSULTING ASSOCIATES | 34-1753575 | — | NONE | $23K | — |
| COOKSON PEIRCE & CO INC |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX Registered Investment Company | Common Collective Trusts | — | — | $9.0M | 12.0% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $6.5M | 8.7% | |
| SCHWAB INDEXED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $5.9M | 7.8% | |
| SCHWAB INDEXED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $5.7M | 7.6% | |
| SCHWAB INDEXED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $4.3M | 5.7% | |
| SCHWAB INDEXED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $3.8M | 5.1% | |
| Self-Directed Brokerage Accounts (comprised of various Personal Choice Retirement self-directed investments) | Self-Directed Brokerage | — | — | $3.4M | 4.5% | |
| Dodge & Cox International Stock Fund Class X Mutual Fund | Mutual Funds | — | — | $3.4M | 4.5% | |
| Vanguard PRIMECAP Fund Admiral Shares Mutual Fund | Mutual Funds | — | — | $3.3M | 4.4% | |
| MFS Value Fund Class R-3 Mutual Fund | Mutual Funds | — | — | $3.3M | 4.4% | |
| SCHWAB INDEXED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $2.7M | 3.7% | |
| TCW MetWest Total Return Bond Fund Class M Mutual Fund | Other securities | — | — | $2.7M | 3.6% | |
| SCHWAB INDEXED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $2.5M | 3.4% | |
| SCHWAB INDEXED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $2.5M | 3.3% | |
| Galliard Retirement Income Fund Class 35 Common/Collective Trust | Common Collective Trusts | — | — | $1.9M | 2.5% | |
| WILMGTTR CIT II GALLIARD RET INC FD WILMINGTON TRUST, N.A. · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $1.9M | 2.5% | |
| American Funds American Balanced Fund Class R-6 Mutual Fund | Mutual Funds | — | — | $1.8M | 2.4% | |
| Eaton Vance Atlanta Capital SMID-Cap Fund Class I Mutual Fund | Other securities | — | — | $1.4M | 1.9% | |
| American Funds New World Fund Class R-6 Mutual Fund | Mutual Funds | — | — | $1.4M | 1.9% | |
| Fidelity Extended Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.4M | 1.9% | |
| PARTICIPANT LOANS (5.25% - 10.50%) | Bonds / Notes | — | — | $1.4M | 1.8% | |
| Participant Loans 5.25% - 10.50% -0- | Bonds / Notes | — | — | $1.4M | 1.8% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $1.1M | 1.4% | |
| SCHWAB INDEXED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $1.0M | 1.4% | |
| DFA U.S. Targeted Value Portfolio Instituional Class Mutual Fund | Mutual Funds | — | — | $877K | 1.2% | |
| Harbor Mid Cap Value Fund Institutional Class Mutual Fund | Other securities | — | — | $826K | 1.1% | |
| Loomis Sayles Small Cap Growth Fund Institutional Class Mutual Fund | Other securities | — | — | $734K | 1.0% | |
| SCHWAB INDEXED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $643K | 0.9% | |
| SCHWAB INDEXED RET TR FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $632K | 0.8% | |
| JPMorgan Mid Cap Growth Fund Class R-5 Mutual Fund | Other securities | — | — | $517K | 0.7% | |
| SCHWAB INDEXED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $306K | 0.4% | |
| Vanguard Total International Stock Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $220K | 0.3% | |
| SCHWAB INDEXED RET TR FUND 2015 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $298 | <0.1% | |
| SCHWAB MANAGED RET TR FUND - INCOME CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 25-1449860 |
| — |
| NONE |
| $5K |
| — |
| CHARLES SCHWAB & CO., INC | 94-1737782 | — | NONE | $85 | — |
