World Investment Advisors LLC
advisor25 known aliases resolved via the canonical alias map
Market position · 2024
Plans served392+390 YoYRank #59 of mapped providers
Assets under administration$20.7B0.0%Market share · rank #661
Fees received$13MMedian $25,114/planSum across Schedule C direct + indirect
Net wins YoY+378378 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 |
|---|---|---|---|
Sub-transfer agency fees; Investment advisory (plan); Other commissionsCode 27 | 314 | $26,163 | |
Other feesCode 99 | 54 | $14,587 | |
Investment advisory (plan); Investment advisory (participants)Code 26 | 9 | $14,199 | |
Investment management; Direct payment from the planCode 28 | 5 | $21,324 | |
Investment advisory (plan); Consulting (general)Code 16 | 3 | $62,500 | |
Other commissionsCode 55 | 3 | $23,118 | |
Contract Administrator; Other fees; Investment advisory (plan)Code 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 | $1.9B |
KNIGHT HEALTH HOLDINGS LLC D/B/A SCIONHEALTHKY · 871658585-001 | T. Rowe Price | $1.3B |
AVERITT EXPRESS, INC.TN · 620755421-001 | Pensionmark Financial Group | $775M |
PRINCIPAL LIFE INSURANCE COMPANYIA · 420127290-334 | Sage Point Financial | $651M |
ABERCROMBIE & FITCH CO.OH · 311469076-001 | Pensionmark Financial Group | $488M |
TISHMAN SPEYER PROPERTIES, LPNY · 132954404-002 | Pensionmark Financial Group | $269M |
SENECA FOODS CORPORATIONNY · 160733425-003 | Pensionmark Financial Group | $258M |
HORACE MANN SCHOOLNY · 131740455-001 | Pensionmark Financial Group | $252M |
REDDIT, INC.CA · 452546501-001 | Vanguard | $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 |
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 |
HORACE MANN SCHOOLNY · 131740455-001 | $252M | 895 | $71,237 | 1y | - |
Flag exposure
84.4%Market: 89.1%
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 (25)
Raw Schedule C names collapsed into World Investment Advisors LLC.
- INC WORLD INVESTMENT ADVIS
- LATTA HARRIS, LLP
- LATTA, HARRIS, HANON & PENNINGROTH
- LATTAHARRIS, LLP
- LATTIMORE BLACK
- LATTIMORE BLACK MORGAIN
- LATTIMORE BLACK MORGAN
- LATTIMORE BLACK MORGAN &
- LATTIMORE, BLACK, MORGAIN & CAIN,PC
- 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 INVESTMENTS INC
- WORLD MARKET ADVISORS
- WORLDINVESTMENT ADVISORS LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans 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 | 3.32% | 7.76% | -4.45 pp |
| Fidelity bond gap | 18 | 4.59% | 26.94% | -22.35 pp |
| Late contributions | 122 | 31.12% | 1.71% | +29.41 pp |
| Failed to provide benefit | 2 | 0.51% | 0.14% | +0.37 pp |
| Corrective distributions | 102 | 26.02% | 1.76% | +24.26 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
Frequent partners by role
Who else shows up on World Investment Advisors LLC's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Farber Haas Hurley LLP | 2 | 0.5% |
| Fredrikson & Byron PA | 2 | 0.5% |
| Kraw & Kraw Law Group | 2 | 0.5% |
| Raphael & Raphael LLP | 2 | 0.5% |
| Bond Schoeneck & King PLLC | 1 | 0.3% |
| BRYANT & BRANNOCK LLC | 1 | 0.3% |
| Collier Johnson and Woods, P.C. | 1 | 0.3% |
| Jackson Lewis P.C. | 1 | 0.3% |
| Saalfeld Griggs PC | 1 | 0.3% |
| Schulte Roth & Zabel LLP | 1 | 0.3% |
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).