Plan Snapshot
- Plan Sponsor: A World For Children
- Sponsor EIN: 742811105
- Sponsor Address: 109 S HARRIS ST. UNIT 200, ROUND ROCK, TX, 78664
- Plan Type: 401(k)
- Total Participants: 79
- Total Assets: $4.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 79 | $4.3M | $110,315 | $235,133 |
| 2023 | 81 | $3.7M | $111,225 | $231,371 |
| 2022 | 81 | $3.2M | $119,114 | $223,541 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CARLIN WEALTH MANAGEMENT GROUP | ADVISORY | $13,903 | — | $13,903 |
| LUDWICK, MONTGOMERY, & STAPP, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUDWICK, MONTGOMERY, & STAPP, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,903
- Estimated Expense Ratio: 0.322% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $14,996 | $13,903 | $1,093 | — | — |
| 2023 | $7,614 | $6,164 | $1,450 | — | — |
| 2022 | $1,456 | — | $1,456 | — | — |