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Original filing (PDF)20251015163616NAL0005147105001
WORLDWIDE BUYING GROUP
Form 5500
FILING_RECEIVED
WORLDWIDE MEMBERS' MULTIPLE EMPLOYER PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
724
Accounts w/ balance
494
Plan assets (EOY)
$27.8M
Net assets (EOY)
$27.8M
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)
86
/ 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
65
Vendor stack
80
Participation health
80
Knocking points off
- 52 bps in Schedule C fees — 79% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- 68% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORLDWIDE BUYING GROUP.
Plan sponsor
Name
WORLDWIDE BUYING GROUP
EIN
91-2146795
Address
8211 SOUTH 194TH · KENT, WA · 98032
Phone
(253) 872-8746
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SHANNON & ASSOCIATES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS, INC | 91-2090931 | — | NONE | $64K | — |
| RBC WEALTH MANAGEMENT | 41-1416330 | — | NONE | $45K | — |
| CLIFTONLARSONALLEN, LLP | 41-0746749 | — | NONE | $26K | — |
| CHARLES SCHWAB TRUST BANK | 42-1558009 | — | NONE | $10K | — |
Investments
31 direct securities · 1 pooled fund· $27.4M(99% 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
$26.9M
31 holdings
Common Collective Trust
$508K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Retirement R-3 | — | — | — | $4.4M | 15.9% | |
| American Funds 2040 Target Date Retirement R-3 | — | — | — | $3.9M | 13.9% | |
| American Funds 2020 Target Date Retirement R-3 | — | — | — | $3.3M | 11.9% | |
| American Funds 2015 Target Date Retirement R-3 | — | — | — | $1.9M | 6.8% | |
| Vanguard 500 Index Fund Admiral | — | — | — | $1.7M | 6.2% | |
| American Funds 2025 Target Date Retirement R-3 | — | — | — | $1.2M | 4.5% | |
| T. Rowe Price New America Growth Advisor | — | — | — | $1.2M | 4.2% | |
| American Funds 2050 Target Date Retirement R-3 | — | — | — | $964K | 3.5% | |
| American Funds 2035 Target Date Retirement R-3 | — | — | — | $916K | 3.3% | |
| MFS Value A | — | — | — | $804K | 2.9% | |
| American Funds 2060 Target Date Retirement R-3 | — | — | — | $696K | 2.5% | |
| Vanguard Extended Market Index Admiral | — | — | — | $662K | 2.4% | |
| T. Rowe Price QM US Small Cap Growth Equity | — | — | — | $606K | 2.2% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $548K | 2.0% | |
| PGIM Total Return Bond R6 | — | — | — | $534K | 1.9% | |
| GREAT GRAY CIT III METLIFE GAC25554 GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $508K | 1.8% | |
| American Funds 2045 Target Date Retirement R-3 | — | — | — | $457K | 1.6% | |
| Vanguard Total International Stock Index Admiral | — | — | — | $402K | 1.4% | |
| Europacific Growth Fund R4 | — | — | — | $372K | 1.3% | |
| American Funds New Perspective R-3 | — | — | — | $348K | 1.2% | |
| Participant Loans dates through 2029 -0- | — | — | — | $344K | 1.2% | |
| Vanguard Information Technology Index Admiral | — | — | — | $326K | 1.2% | |
| Vanguard Real Estate Index Admiral | — | — | — | $289K | 1.0% | |
| Allspring Special Small Cap Value R-6 | — | — | — | $247K | 0.9% | |
| American Funds 2055 Target Date Retirement R-3 | — | — | — | $244K | 0.9% | |
| Vanguard Emerging Market Stock Index Admiral | — | — | — | $143K | 0.5% | |
| T. Rowe Price Health Sciences | — | — | — | $137K | 0.5% | |
| Vanguard FTSE Social Index Admiral | — | — | — | $78K | 0.3% | |
| American Funds 2065 Target Date Retirement R-3 | — | — | — | $78K | 0.3% | |
| Fidelity Inflation-Protected Bond Index | — | — | — | $51K | 0.2% | |
| Davis Financial Y | — | — | — | $14K | <0.1% | |
| Charles Schwab Cash Account | — | — | — | $12K | <0.1% |
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