How big is Worldly Holdings, Inc.'s plan?

Worldly Holdings, Inc.'s plan reported $4.3M in assets and 71 participants for 2024.

Original filing (PDF)20251013134735NAL0003105906001

Worldly Holdings, Inc.

Name: Worldly Holdings, Inc. — Worldly Retirement Savings, Form 5500 (2024)
Creator: Worldly Holdings, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Worldly Retirement Savings Plan

401(k) retirement plan · Worldly Holdings, Inc.'s Worldly Retirement Savings Plan held $4.3M in plan assets for 71 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

People on this filing

Kevin Thornton signed Worldly Holdings, Inc.'s 2024 Form 5500 as plan administrator.

Kevin Thornton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Worldly Holdings, Inc.'s EIN is 83-4312755.

EIN 83-4312755

Plan number 001

Plan year 2024

ACK ID 20251013134735NAL0003105906001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Worldly Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Worldly Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WORLDLY HOLDINGS, INC..

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Plan health score

Above-average plan

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