Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
World Investment Advisors LLC
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 559 retirement plans with 100 or more participants reported paying World Investment Advisors LLC $5,000 or more. Those plans cover 630,477 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $19.7M. Per plan, the median was $72.66 per participant, with the middle half of plans between $37.21 and $128. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in California (163), Texas (84) and New York (58).
In 2015 it appeared on 68 such filings; in 2024, 559 (up 722%). Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $37.21 | $72.66 | $128 |
| Compensation as a share of plan net assets | 0.09% | 0.17% | 0.25% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Carpenters Annuity Trust Fund for Northern California | Carpenters Annuity Trust Fund for Northern California | CA | 64,162 | $3.48B | $69K |
| Humana Retirement Savings Plan | Humana Inc. | KY | 61,001 | $7.71B | $45K |
| Caesars Entertainment, Inc. 401(k) Plan | Caesars Entertainment Inc. | NV | 45,125 | $1.94B | $450K |
| Abercrombie & Fitch Co. Savings and Retirement Plan | Abercrombie & Fitch Co. | OH | 45,073 | $488M | $81K |
| Scionhealth 401(k) Plan | Knight Health Holdings LLC d/b/a Scionhealth | KY | 34,137 | $1.32B | $63K |
| Averitt Express, Inc. Profit Sharing and 401(k) Plan | Averitt Express, Inc. | TN | 13,016 | $775M | $221K |
| Seneca Foods Corporation Employees' Savings Plan | Seneca Foods Corporation | NY | 9,225 | $258M | $162K |
| The Pension Plan for Insurance Organizations | Named Fiduciaries of the Pension Plan for Insurance Organizations | PA | 7,840 | $1.11B | $91K |
| The RH 401(k) Plan | Restoration Hardware, Inc. | CA | 7,018 | $191M | $45K |
| The Architect Retirement PEP | The Finway Group | IA | 6,773 | $146M | $58K |
| Dayton Freight Lines, Inc. Employee 401(k) Retirement Plan | Dayton Freight Lines, Inc. | OH | 6,423 | $304M | $15K |
| Rainbow Apparel 401(k) Savings Plan | Aijj Enterprises, Inc. | NY | 6,138 | $81.8M | $89K |
| RPM Living, LLC 401(k) Plan | RPM Living, LLC | TX | 5,960 | $64.4M | $109K |
| Dental Care Alliance 401(k) Plan | Dental Care Alliance | FL | 5,529 | $184M | $121K |
| Ampex Brands Retirement Savings Plan | Ampex Brands | TX | 5,435 | $7.7M | $21K |
| Madison Air 401(k) Plan | Madison Iaq LLC | IL | 5,014 | $280M | $29K |
| United Fashions of Texas 401(k) Plan | United Fashions of Texas LLC | TX | 4,841 | $9.9M | $24K |
| Touchstone Communities 401(k) Plan | Touchstone Communities 401(k) Plan | TX | 4,767 | $32.5M | $92K |
| Northern California Carpenters 401(k) Trust Fund | Board of Trustees, Northern California Carpenters 401(k) Trust Fund | CA | 4,756 | $250M | $42K |
| WDP Pooled Employer Plan | Axios Advisory Group, LLC | PA | 4,388 | $60.7M | $183K |
| Onerws 401(k) Plan | RWS Life Sciences Inc. | CT | 4,375 | $104M | $181K |
| Filtration Group 401(k) Retirement Savings Plan | Filtration Group Corporation | TX | 3,634 | $224M | $162K |
| PEP Smart National Pooled Employer Plan | Plan Professionals, LLC | NJ | 3,609 | $62.5M | $130K |
| Sperber Landscape Companies and Subsidiaries 401(k) Plan | Sperber Landscape Companies, LLC | CA | 3,245 | $43.1M | $72K |
| Edgewood Management Group, LLC 401(k) Profit Sharing Plan | Edgewood Management Group, LLC | ND | 3,226 | $40.1M | $37K |
| Behavior Frontiers, LLC 401(k) Plan | Behavior Frontiers, LLC | CA | 3,145 | $9.5M | $28K |
| Eating Recovery Center 401(k) Plan | Eating Recovery Center LLC | CO | 2,994 | $85.8M | $73K |
| LEARN4LIFE 403(b) Plan | Desert Sands Public Charter, Inc. | CA | 2,833 | $153M | $252K |
| Hoya Shared Savings Plan | Hoya Holdings, Inc. | CA | 2,546 | $173M | $15K |
| US Healthvest Group 401(k) Plan | 2014 Health, LLC | IL | 2,462 | $21.6M | $60K |
| Palm Garden 401(k) Plan | Palm Garden Healthcare Holdings, LLC | FL | 2,379 | $16.4M | $50K |
| Honor Technology, Inc. 401(k) Plan | Honor Technology, Inc. | CA | 2,372 | $38.1M | $15K |
| United Dairy Farmers, Inc. Incentive Savings Plan | United Dairy Farmers, Inc. | OH | 2,311 | $44.3M | $43K |
| Patriot Growth Insurance Services, LLC 401(k) Plan | Patriot Growth Insurance Services, LLC | PA | 2,273 | $147M | $246K |
| Flagship Holding Profit Sharing and 401(k) Plan | Flagship Enterprises Holding | TX | 2,258 | $27.9M | $11K |
| Verkada 401(k) Plan | Verkada, Inc. | CA | 2,203 | $53.4M | $30K |
| Reddit 401(k) Plan | Reddit, Inc. | CA | 2,202 | $251M | $8,750 |
| Kendra Scott 401(k) Plan | Kendra Scott, LLC | TX | 2,162 | $30.6M | $54K |
| CSC Generation Holdings, LLC 401(k) Plan | CSC Generation Holdings, LLC | IN | 2,155 | $49.5M | $76K |
| JM Eagle Employees 401(k) Savings Plan | J-M Manufacturing Company, Inc. | CA | 2,132 | $106M | $61K |
Questions and answers
How many plans does World Investment Advisors LLC serve?
559 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay World Investment Advisors LLC?
The median plan reported $72.66 per participant in direct and indirect compensation (555 plans reporting an amount), or 0.17% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (400 plans), Other services (49 plans), Recordkeeping and information management (48 plans) and Trustee (bank, trust company, or similar financial institution) (47 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.