2023 Form 5500 filing — Worldquant, LLC 401(K) Savings And Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014154051NAL0027745025001) for Worldquant, LLC 401(K) Savings And Retirement Plan, reported by Worldquant, LLC under EIN 30-0484922 and plan number 001. It reports 428 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014154051NAL0027745025001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Worldquant, LLC
- EIN
- 30-0484922
- Plan number
- 001
- Location
- Old Greenwich, CT
- Participants
- 428
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $78,137,907
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $78,137,907
- Employer contributions
- $1,041,430
- Participant contributions
- $4,584,196
- Total income / additions
- $18,143,290
- Benefits paid
- $2,130,401
- Administrative expenses
- $338,579
- Total expenses
- $2,472,916
- Net increase / (decrease)
- $15,670,374
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $184,898 | $0 |
| Merrill Lynch | SERVICE PROVIDER | $153,681 | not reported in the loaded dataset |