Plan Ledger DOL Form 5500 · updated monthly

Worldquant, LLC401(k)

WORLDQUANT, LLC 401(K) SAVINGS AND RETIREMENT PLAN · OLD GREENWICH, CT · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Worldquant, LLC reported $342,724 in plan administrative expenses for 2024: 0.39% of average plan assets, higher than ~90% of peers. Employer contributions averaged $17,655 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 3 years on file its reported administrative ratio has held roughly steady near 0.39%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 195th-largest of 1,106 plans among Connecticut employers on file, and the 1,021st of 4,798 in finance & insurance. In 2024, the employer put in $1.10 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$97,295,631
Participants with balances433
Active participants323
Employer contributions$5,702,629
Employee contributions$5,179,033
Employer contribution per active participant$17,655
Average account balance$224,701
Benefits paid to participants$4,809,065
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$97.3M · 433 accts · $5.7M emplr
2023$78.1M · 422 accts · $1.0M emplr
2022$62.5M · 374 accts · $4.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$230,444
Investment management$112,280
Total administrative$342,724
The Worldquant, LLC 401(k) match · 2024
Employer contribution per active participant$17,655
Median for plans this size$3,635
2024$17,655 per active participant
2023$3,137 per active participant
2022$13,804 per active participant

Worldquant, LLC's 2024 employer contribution ran above the $3,635 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
LINCOLN NATIONAL CORPORATION · Contract administrator$230,444
MERRILL LYNCH · Investment advisory (plan)$112,280

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$342,724 · 0.39%
2023$338,579 · 0.48%
2022$246,093 · 0.38%
Same employer
Similar plansFinance & Insurance · Connecticut
Wilton Re US Holdings, Inc. CT$108.5M · 0.11%
Ll Global, Inc. CT$106.7M · 0.24%
Freepoint Commodities LLC CT$100.5M · 0.04%
Gwa, LLC CT$95.8M · 0.00%
Lime Rock Management LP CT$83.0M · 0.01%
Fairfield County Bank CT$82.4M · 0.06%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 300484922 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.