Worldquant, LLC 401(K) Savings And Retirement Plan — Form 5500 plan (Worldquant, LLC)

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, Worldquant, LLC 401(K) Savings And Retirement Plan is a benefit plan reported by Worldquant, LLC under EIN 30-0484922 and plan number 001. The latest loaded filing year is 2023. The filing reports 428 participants and $78,137,907 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Worldquant, LLC
EIN
30-0484922
Plan number
001
Plan type
2
Location
Old Greenwich, CT
Latest filing year
2023
Participants
428
End-of-year plan assets
$78,137,907

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023428H, C20241014154051NAL0027745025001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$78,137,907
Total liabilities (EOY)
$0
Net assets (EOY)
$78,137,907
Net assets (BOY)
$62,467,533

Income & contributions

Employer contributions
$1,041,430
Participant contributions
$4,584,196
Total contributions
$6,589,974
Total income / additions
$18,143,290

Expenses & distributions

Benefits paid
$2,130,401
Administrative expenses
$338,579
Total expenses
$2,472,916
Net increase / (decrease)
$15,670,374

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$184,898$02023
Merrill LynchSERVICE PROVIDER$153,681not reported in the loaded dataset2023

Related Form 5500 pages