Plan Snapshot
- Plan Sponsor: Worldvue Connect, LLC
- Sponsor EIN: 741851337
- Sponsor Address: 5847 SAN FELIPE ST., HOUSTON, TX, 770573193
- Plan Type: 401(k)
- Total Participants: 196
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 196 | $8.8M | $445,213 | $947,470 |
| 2023 | 172 | $7.3M | $364,432 | $785,538 |
| 2022 | 169 | $6.6M | $0 | $616,955 |
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 |
|---|---|---|---|---|
| RUSSON + JOHNSTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUSSON + JOHNSTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $46,606 | $1,607 | $44,991 | — | — |
| 2023 | $39,543 | $1,344 | $38,199 | — | — |
| 2022 | $35,378 | $24,956 | $10,422 | — | — |