Plan Snapshot
- Plan Sponsor: Worldpay, LLC
- Sponsor EIN: 933499050
- Sponsor Address: 8500 GOVERNORS HILL DRIVE, CINCINNATI, OH, 45249
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 3,821
- Total Assets: $407.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,821 | $407.0M | $4.9M | $15.7M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | Investment Advisor | $64,823 | — | $64,823 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $49,868 | — | $49,868 |
| CAPFINANCIAL PARTNERS, LLC | Investment Advisor | $16,875 | — | $16,875 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $131,566
- Estimated Expense Ratio: 0.032% 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 | $132,754 | $81,698 | — | — | — |