Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $30,011 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,471 |
6 funds of $250K or more; 17 lines in all, holding $6.6M of the plan's $6.6M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fully benefit-responsive investment contract Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $1.7M | 25.4% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $815K | 12.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $638K | 9.7% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $625K | 9.5% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund | $613K | 9.3% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $506K | 7.7% |
| Current Investments American Funds New Perspective Fund Capital Group · Mutual fund | $216K | 3.3% |
| New World Fund Capital Group · Mutual fund | $202K | 3.1% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $201K | 3.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $196K | 3.0% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.