Plan Snapshot
- Plan Sponsor: Worldvu Development LLC
- Sponsor EIN: 471249067
- Sponsor Address: 1785 GREENSBORO STATION PLACE, MCLEAN, VA, 22102
- Plan Type: 401(k)
- Total Participants: 82
- Total Assets: $15.7M
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 | 82 | $15.7M | $750,967 | $1.5M |
| 2023 | 86 | $13.1M | $841,193 | $1.7M |
| 2022 | 86 | $7.8M | $857,680 | $1.6M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | INVESTMENT/FINANCIAL ADVI | $34,201 | — | $34,201 |
| SC&H ATTEST SERVICES P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS — INVESTMENT/FINANCIAL ADVI
- SC&H ATTEST SERVICES P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,201
- Estimated Expense Ratio: 0.218% 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 | $37,791 | $34,201 | — | — | — |
| 2023 | $24,028 | $21,805 | — | — | — |
| 2022 | $21,934 | — | — | — | — |