Plan Ledger DOL Form 5500 · updated monthly

Adi Worldlink, LLC dba Worldlink401(k)

WORLDLINK 401(K) PLAN · FRISCO, TX · plan year 2024

Reported admin expense ratio · 2024
0.54%

Adi Worldlink, LLC dba Worldlink reported $74,234 in plan administrative expenses for 2024: 0.54% of average plan assets, higher than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.82% to 0.54%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 2,458th-largest of 5,688 plans among Texas employers on file, and the 777th of 2,534 in administrative & support services. active participation has shrunk from 349 to 254 since 2022.

Plan summary
Net assets, end of year$14,736,477
Participants with balances461
Active participants254
Employer contributions—
Employee contributions$2,139,913
Employer contribution per active participant—
Average account balance$31,966
Benefits paid to participants$2,134,860
Plan auditUnmodified (clean) audit opinion
AuditorSALMON SIMS THOMAS
Plan history3
Yearassets · accounts · employer contribution
2024$14.7M · 461 accts
2023$12.8M · 526 accts
2022$10.6M · 530 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,393
Investment management$34,841
Total administrative$74,234
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ADP, INC. · Loan processing · Recordkeeping$39,393
USCA RIA LLC · Recordkeeping · Trustee$34,841
ADP BROKER-DEALERindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, USCA RIA LLC
2023ADP, USCA RIA LLC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$74,234 · 0.54%
2023$98,485 · 0.84%
2022$101,592 · 0.82%
Same employer
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Essential HR, Inc. TX$16.5M · 0.76%
The Trade Group, Inc. TX$16.3M · 0.29%
King George, LLC TX$14.3M · 0.47%
Mondee, Inc. TX$13.9M · 0.29%
Pds Tech, Inc. TX$13.2M · 0.06%
Careerstaff Unlimited, LLC TX$13.1M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522100203 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.