World Investment Advisors LLC — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, World Investment Advisors LLC is reported as a service provider on 12 loaded Form 5500 filing(s) across 11 plan sponsor(s) and 12 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $384,740 and reported indirect compensation totals $21,139.

Reported compensation summary

Reported direct compensation
$384,740
Reported indirect compensation
$21,139
Total reported compensation
$405,879
Filings
12
Plan sponsors
11
Plans
12
Latest filing year
2023

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to World Investment Advisors LLC
SponsorStatePlansReported compensation
Carpenters Annuity Trust Fund For Northern CaliforniaCA1$87,254
Federal Defenders Of San Diego, Inc.CA1$67,996
Curtain Wall Design & Consulting Inc.TX1$66,735
Rahr CorporationMN1$39,543
Horizon Beverage Company, Inc.MA2$38,477
Vaughan & Sons IncTX1$31,369
Board Of Trustees, Northern California Carpenters 401(K) Trust FundCA1$22,138
Roundabout Theatre Company, IncNY1$21,068
Shebester-Bechtel, Inc.OK1$14,667
Champlain Housing Trust, Inc.VT1$9,739

State footprint

Plans reporting World Investment Advisors LLC are sponsored in CA (4), MA (2), TX (2), VT (1), NY (1), MN (1), OK (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Carpenters Annuity Trust Fund For Northern CaliforniaCarpenters Annuity Trust Fund For Northern California2023$87,254not reported in the loaded dataset
Federal Defenders Of San Diego, Inc.Federal Defenders Of San Diego, Inc. 401(K) Pension Plan2023$67,996not reported in the loaded dataset
Curtain Wall Design & Consulting Inc.Curtain Wall Design & Consulting Inc. Employees Savings Plan2023$66,735not reported in the loaded dataset
Rahr CorporationRahr Corporation Employees' Retirement Savings Plan2023$39,543not reported in the loaded dataset
Vaughan & Sons IncVaughan & Sons, Inc. 401(K) Retirement And Savings Plan2023$31,369not reported in the loaded dataset
Horizon Beverage CompanyHbc Employees Trust2023$27,789not reported in the loaded dataset
Board Of Trustees, Northern California Carpenters 401(K) Trust FundNorthern California Carpenters 401(K) Trust Fund2023$22,138not reported in the loaded dataset
Roundabout Theatre Company, IncRoundabout Theatre Company 401(K) Profit Sharing Plan2023$0$21,068
Shebester-Bechtel, Inc.Shebester-Bechtel, Inc. Employee Stock Ownership Plan2023$14,596$71
Horizon Beverage Company, Inc.Horizon Beverage Co., Inc. 401k Retirement Plan2023$10,688not reported in the loaded dataset
Champlain Housing Trust, Inc.Champlain Housing Trust, Inc. 403(B) Plan2023$9,739not reported in the loaded dataset
Carpenters Pension Trust Fund For Northern CaliforniaCarpenters Pension Trust Fund For Northern California2023$6,893not reported in the loaded dataset

Related Form 5500 pages