World Relief 401(K) Plan — Form 5500 plan (World Relief)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, World Relief 401(K) Plan is a benefit plan reported by World Relief under EIN 23-6393344 and plan number 003. The latest loaded filing year is 2023. The filing reports 951 participants and $28,235,517 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- World Relief
- EIN
- 23-6393344
- Plan number
- 003
- Plan type
- 2
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 951
- End-of-year plan assets
- $28,235,517
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 951 | H, C | 20241010112653NAL0019989105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,235,517
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,235,517
- Net assets (BOY)
- $21,118,957
Income & contributions
- Employer contributions
- $1,663,230
- Participant contributions
- $2,944,364
- Total contributions
- $5,004,092
- Total income / additions
- $9,049,755
Expenses & distributions
- Benefits paid
- $1,868,016
- Administrative expenses
- $94,856
- Total expenses
- $1,933,195
- Net increase / (decrease)
- $7,116,560
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $58,341 | not reported in the loaded dataset | 2023 |
| Greenspring Advisors | INVESTMENT ADVISOR | $30,136 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $6,380 | not reported in the loaded dataset | 2023 |