Plan Ledger DOL Form 5500 · updated monthly

World Learning, Inc.403(b)

WORLD LEARNING, INC. RETIREMENT PLAN · BRATTLEBORO, VT · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

World Learning, Inc. reported $108,429 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $2,066 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 rose from 0.09% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 19th-largest of 230 plans among Vermont employers on file, and the 553rd of 3,091 in educational services. In 2024, employees put in $1.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$96,301,140
Participants with balances1,083
Active participants457
Employer contributions$944,189
Employee contributions$1,636,084
Employer contribution per active participant$2,066
Average account balance$88,921
Benefits paid to participants$6,103,424
Plan auditDisclaimer of opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$96.3M · 1,083 accts · $944K emplr
2023$88.5M · 1,104 accts · $840K emplr
2022$79.5M · 1,176 accts · $455K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$62,390
Investment management$46,039
Total administrative$108,429
Employer contributions to the World Learning, Inc. plan · 2024
Employer contribution per active participant$2,066
Median for plans this size$3,635
2024$2,066 per active participant
2023$1,883 per active participant
2022$981 per active participant

World Learning, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size. 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
TIAA · Recordkeeping · Pension consulting$63,429
TRG INVESTMENT ADVISORS, LLC · Investment management$45,000

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

Recordkeeper by year2
2024TIAA
2023TIAA

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

Administrative cost history3
2024$108,429 · 0.12%
2023$116,363 · 0.14%
2022$81,223 · 0.09%
Same employer
Similar plansEducational Services · Vermont
Norwich University VT$175.8M · 0.11%
Saint Michaels College VT$97.2M · 0.16%
Vermont Law School VT$45.8M · 0.03%
Landmark College, Inc. VT$44.6M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 030179592 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.