Plan Ledger DOL Form 5500 · updated monthly

World Economic Forum LLC401(k)

WORLD ECONOMIC FORUM LLC 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.05%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

World Economic Forum LLC reported $24,448 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $15,628 per active participant. 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 0.06% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 1,380th-largest of 5,648 plans among New York employers on file, and the 924th of 3,091 in educational services. In 2024, the employer put in $1.16 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$49,333,206
Participants with balances285
Active participants129
Employer contributions$2,016,054
Employee contributions$1,740,701
Employer contribution per active participant$15,628
Average account balance$173,099
Benefits paid to participants$1,921,270
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$49.3M · 285 accts · $2.0M emplr
2023$40.5M · 279 accts · $1.9M emplr
2022$34.2M · 274 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,097
Investment management$21,351
Total administrative$24,448
The World Economic Forum LLC 401(k) match · 2024
Employer contribution per active participant$15,628
Median for plans this size$2,416
2024$15,628 per active participant
2023$14,586 per active participant
2022$13,600 per active participant

World Economic Forum LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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 · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$21,350
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$3,097

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

Administrative cost history3
2024$24,448 · 0.05%
2023$23,650 · 0.06%
2022$21,578 · 0.06%
Same employer
Similar plansEducational Services · New York
Tiegerman School NY$51.3M · 0.26%
Russell Sage Foundation NY$50.7M · 0.02%
The Browning School NY$50.2M · 0.13%
The League School NY$46.8M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203908371 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.