What public Form 5500 filings show about the Workflow Concepts LLC 401(k) plan — and how to find and check your own account.
Workflow Concepts LLC (EIN 46-4692870) reports WORKFLOW CONCEPTS 401(K) PLAN on its most recent Form 5500, with $782K in plan assets across 12 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Workflow Concepts LLC filing — schedules, fees, and providers.
Workflow Concepts LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Workflow Concepts LLCHR for the recordkeeper’s name and login.