Plan Snapshot
- Plan Sponsor: Worldatwork
- Sponsor EIN: 316054097
- Sponsor Address: 15990 NORTH GREENWAY-HAYDEN LOOP, SCOTTSDALE, AZ, 85260
- Plan Type: 401(k)
- Total Participants: 73
- Total Assets: $15.4M
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 | 73 | $15.4M | $353,162 | $814,777 |
| 2023 | 77 | $14.6M | $321,009 | $719,519 |
| 2022 | 69 | $12.2M | $296,929 | $704,358 |
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 |
|---|---|---|---|---|
| PRICEKUBECKA PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEKUBECKA PLLC — 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 | $51,134 | $48,199 | — | — | — |
| 2023 | $26,178 | $24,459 | — | — | — |
| 2022 | $39,061 | — | — | — | — |