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Sponsor portfolio

WORLDWIDE MARKETING LLC

EIN 81-4713858-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
33
4294 DAHLBERG DRIVE - GOLDEN VALLEY, MN 55422612-354-2040
Plans on this EIN
2 filings
#001401k-$1.5M - 21 part#002CashBalance-$784K - 12 part

Retirement portfolio analytics

2 plans aggregated / $2.3M assets / 33 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • MARKETING LLC 401(K) (#001)65%
  • CASH BALANCE PLAN (#002)35%
Total $2.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MARKETING LLC 401(K) (#001)21
  • CASH BALANCE PLAN (#002)12
Total 33Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WORLDWIDE MARKETING LLC 401(K) PLAN

401k

Assets$1.5M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WORLDWIDE MARKETING LLC CASH BALANCE PLAN

CashBalance

Assets$784K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WORLDWIDE MARKETING LLC 401(K) PLAN401k$1.5M212024
002WORLDWIDE MARKETING LLC CASH BALANCE PLANCashBalance$784K122024
Retirement plans
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