WORLD INVESTMENT ADVISORS LLC
26 known aliases resolved via the canonical alias map
Market position · 2024
Plans served393+390 YoYRank #72 of mapped providers
Assets under administration$22.5B0.0%Market share · rank #589
Fees received$13MMedian $25,132/planSum across Schedule C direct + indirect
Net wins YoY+379379 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical WORLD INVESTMENT ADVISORS LLC plan look like?
Service mix · median fees per plan
Count of plans where WORLD INVESTMENT ADVISORS LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Direct payment from the plan; Investment advisory (plan)Code 27 | 315 | $26,185 | |
Other feesCode 99 | 52 | $14,769 | |
Investment advisory (participants); Other feesCode 26 | 9 | $14,199 | |
Investment management; Investment management fees paid directly by planCode 28 | 6 | $25,333 | |
Consulting (general); Investment advisory (plan)Code 16 | 3 | $62,500 | |
Other commissionsCode 55 | 3 | $23,118 | |
Investment advisory (plan); Contract AdministratorCode 13 | 2 | $94,924 | |
Investment management fees paid directly by plan; Investment advisory (plan); Consulting (pension)Code 17 | 2 | $148,973 |
Competitor overlap
Percent of WORLD INVESTMENT ADVISORS LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under WORLD INVESTMENT ADVISORS LLC.
| Sponsor | From | Assets |
|---|---|---|
CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIACA · 946534591-001 | POST ADVISORY GROUP | $3.3B |
CAESARS ENTERTAINMENT INC.NV · 463657681-002 | PENSIONMARK FINANCIAL GROUP LLC | $1.9B |
KNIGHT HEALTH HOLDINGS LLC D/B/A SCIONHEALTHKY · 871658585-001 | T ROWE PRICE RPS INC | $1.3B |
AVERITT EXPRESS, INC.TN · 620755421-001 | PENSIONMARK FINANCIAL GROUP LLC | $775M |
PRINCIPAL LIFE INSURANCE COMPANYIA · 420127290-334 | SAGEPOINT FINANCIAL INC | $651M |
ABERCROMBIE & FITCH CO.OH · 311469076-001 | PENSIONMARK FINANCIAL GROUP LLC | $488M |
TISHMAN SPEYER PROPERTIES, LPNY · 132954404-002 | PENSIONMARK FINANCIAL GROUP LLC | $269M |
SENECA FOODS CORPORATIONNY · 160733425-003 | PENSIONMARK FINANCIAL GROUP LLC | $258M |
HORACE MANN SCHOOLNY · 131740455-001 | PENSIONMARK FINANCIAL GROUP LLC | $252M |
REDDIT, INC.CA · 452546501-001 | THE VANGUARD GROUP, INC. | $251M |
Plans lost in 2024
Appeared last year under WORLD INVESTMENT ADVISORS LLC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIACA · 946534591-001 | $3.3B | 64,255 | $87,254 | 1y | - |
CAESARS ENTERTAINMENT INC.NV · 463657681-002 | $1.9B | 45,125 | $450,000 | 1y | 1 |
ROCKWELL AUTOMATION, INC.WI · 251797617-002 | $1.8B | 14,801 | $103,912 | 8y | - |
KNIGHT HEALTH HOLDINGS LLC D/B/A SCIONHEALTHKY · 871658585-001 | $1.3B | 34,137 | $62,500 | 1y | - |
AVERITT EXPRESS, INC.TN · 620755421-001 | $775M | 13,016 | $219,954 | 1y | - |
PRINCIPAL LIFE INSURANCE COMPANYIA · 420127290-334 | $651M | 163,954 | $10,002 | 1y | 2 |
ABERCROMBIE & FITCH CO.OH · 311469076-001 | $488M | 45,073 | $81,400 | 1y | - |
MADISON IAQ LLCIL · 823247004-001 | $280M | 5,014 | $29,341 | 1y | 1 |
TISHMAN SPEYER PROPERTIES, LPNY · 132954404-002 | $269M | 1,531 | $78,125 | 1y | 1 |
SENECA FOODS CORPORATIONNY · 160733425-003 | $258M | 9,225 | $161,853 | 1y | 1 |
Flag exposure
84.7%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (26)
Raw Schedule C names collapsed into WORLD INVESTMENT ADVISORS LLC.
- WORLD ADVISORS
- WORLD ADVISORY SERVICES
- WORLD ASSET MANAGEMENT
- WORLD ASSET MANAGEMENT COMPANY
- WORLD ASSET MANAGEMENT COMPANY, INC
- WORLD ASSETS MANAGEMENT, INC.
- WORLD CAPITAL ADVISOR'S LLC
- WORLD CHOICE SECURITIES INC
- WORLD CHOICE SECURITIES, INC.
- WORLD FINANCIAL GROUP INS AGCY
- WORLD INV ADVISORS LLC
- WORLD INVESTEMENT ADVISORS LLC
- WORLD INVESTMENT ADVISOR
- WORLD INVESTMENT ADVISOR LLC
- WORLD INVESTMENT ADVISOR, LLC
- WORLD INVESTMENT ADVISORS
- WORLD INVESTMENT ADVISORS .00 LLC
- WORLD INVESTMENT ADVISORS LLC
- WORLD INVESTMENT ADVISORS LLC.
- WORLD INVESTMENT ADVISORS, LLC
- WORLD INVESTMENT ADVISORS, LLC MOME
- WORLD INVESTMENT ADVISORS,LLC
- WORLD INVESTMENT ADVISORS.
- WORLD INVESTMENT ADVSIORS, LLC
- WORLD INVESTMENTS INC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for WORLD INVESTMENT ADVISORS LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 13 | 3.31% | 7.76% | -4.45 pp |
| Fidelity bond gap | 18 | 4.58% | 26.94% | -22.36 pp |
| Late contributions | 123 | 31.30% | 1.71% | +29.58 pp |
| Failed to provide benefit | 2 | 0.51% | 0.14% | +0.37 pp |
| Corrective distributions | 102 | 25.95% | 1.76% | +24.20 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with WORLD INVESTMENT ADVISORS LLC. Compare to the incumbent market share (0.6%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.6 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).