World Group 401(k) match, vesting and fees
What World Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Barnes Wendling Cpas,inc. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 246 defined-contribution plans in transportation and warehousing with 500 to 999 participants.
| World Group: employer contribution per participant | $2,690 | |
| Peer median | $1,244 |
| World Group: average balance | $76,929 | |
| Peer median | $40,518 |
| World Group: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.37% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $63.6M at the end of plan year 2023 to $75.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,153 | $75.1M | $2.6M | $2,690 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 1,215 | $63.6M | $3M | $2,956 | 0.10% | Not published | Form 5500 ↗ |
Common questions
Does World Group match 401(k) contributions?
The match terms for the The World Group Savings and Investment Plan have not been published from its filing yet. The plan year 2024 filing reports $2.6M in employer contributions, about $2,690 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the World Group 401(k) match vested?
The vesting schedule for the The World Group Savings and Investment Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the World Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is World Group LLC.
I left World Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (World Group LLC, (440) 356-7676) or the recordkeeper, Schwab Retirement Plan Services,inc. The World Group old 401(k) page lists the contacts from every plan filing. Find an old World Group 401(k)
Data from the public Form 5500 annual reports World Group filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with World Group. Not financial advice. Report a correction · Methodology