# A World For Children 401(k) Plan
Source: https://planprovider.pro/companies/a-world-for-children-401k-plan

> A World For Children's 401(k) plan: 79 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/ludwick-montgomery-and-stapp-pc) — 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|—|—|

## Similar Plans

- [Presbyterian Children'S Homes](https://planprovider.pro/companies/presbyterian-children-s-homes-and-services-plan) — 311 participants

- [Methodist Children'S Home](https://planprovider.pro/companies/methodist-children-s-home-401k-plan) — 364 participants

- [Depelchin Children'S Center](https://planprovider.pro/companies/depelchin-children-s-center-401k-plan) — 397 participants

- [Family Service Association Of San](https://planprovider.pro/companies/family-service-association-of-san-401k-plan) — 430 participants

- [San Antonio Lighthouse For The](https://planprovider.pro/companies/san-antonio-lighthouse-for-the-401k-plan) — 433 participants

- [Ach Child And Family Services](https://planprovider.pro/companies/ach-child-and-family-services-401k-plan) — 652 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/a-world-for-children-401k-plan)

© 2026 PlanProvider.Pro