Plan Snapshot
- Plan Sponsor: World Market, LLC
- Sponsor EIN: 941067973
- Sponsor Address: 1201 MARINA VILLAGE PARKWAY, ALAMEDA, CA, 94501
- Plan Type: 401(k)
- Total Participants: 6,138
- Total Assets: $78.7M
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 | 6,138 | $78.7M | $2.8M | $6.2M |
| 2023 | 4,538 | $67.6M | $1.8M | $5.5M |
| 2022 | 2,914 | $54.3M | $1.6M | $4.7M |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | Auditor | $135,840 | — | $135,840 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $135,840
- Estimated Expense Ratio: 0.173% 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 | $136,821 | — | — | $135,840 | — |
| 2023 | $122,564 | $50,000 | — | $10,500 | — |
| 2022 | $210,416 | $134,890 | $28,159 | — | $10,000 |