How big is Dataworks Direct Inc.'s plan?

Dataworks Direct Inc.'s plan reported $2.1M in assets and 2 participants for 2024.

Original filing (PDF)20250429095742NAL0000363873001

Dataworks Direct Inc.

Name: Dataworks Direct Inc. — Dataworks Direct Inc. 401(k), Form 5500 (2024)
Creator: Dataworks Direct Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dataworks Direct Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Dataworks Direct Inc.'s Dataworks Direct Inc. 401(k) Profit Sharing Plan held $2.1M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Pamela Storey signed Dataworks Direct Inc.'s 2024 Form 5500 as plan administrator.

Pamela Storey — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Dataworks Direct Inc.'s EIN is 20-1043171.

EIN 20-1043171

Plan number 001

Plan year 2024

ACK ID 20250429095742NAL0000363873001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dataworks Direct Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dataworks Direct Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

DATAWORKS DIRECT INC

EIN

all filings

Address

888 PROSPECT STREET · SUITE 200 · LA JOLLA, CA · 92037

Phone

(858) 456-1500

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator