Back to filter
Original filing (PDF)20251015104603NAL0009154066001
WORKFORCE ALLIANCE, INC.
Form 5500-SF
FILING_RECEIVED
WORKFORCE ALLIANCE, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
31
Accounts w/ balance
40
Plan assets (EOY)
$7.2M
Net assets (EOY)
$7.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORKFORCE ALLIANCE, INC..
Plan sponsor
Name
WORKFORCE ALLIANCE, INC.
EIN
06-1090440
Address
370 JAMES ST · STE 401 · NEW HAVEN, CT · 065130391
Phone
(203) 867-4030
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
ALPHA KAPPA ALPHA SORORITY, INC.
ALPHA KAPPA ALPHA SORORITY, INC. RETIREMENT PLAN
$7.2M · 31 participants
VIRGINIA G. PIPER CHARITABLE TRUST
PIPER TRUST 401(K) PLAN
$7.2M · 18 participants
FORT WORTH CONVENTION AND VISITORS BUREAU
FORT WORTH CONVENTION AND VISITORS BUREAU MONEY PURCHASE PENSION PLAN
$7.2M · 51 participants
SAN FRANSCISCO CHAMBER OF COMMERCE
SAN FRANCISCO CHAMBER OF COMMERCE 401(K) PROFIT SHARING PLAN
$7.2M · 76 participants
FLORIDA DENTAL ASSOCIATION, INC.
FLORIDA DENTAL ASSOCIATION, INC. 401(K) PLAN
$7.2M · 47 participants
AMERICAN SYMPHONY ORCHESTRA LEAGUE DBA THE LEAGUE OF AMERICAN ORCHESTR
LEAGUE OF AMERICAN ORCHESTRAS RETIREMENT PLAN
$7.2M · 27 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B