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Original filing (PDF)20251013141635NAL0003220562001
WORKPLACE OPTIONS, LLC
Form 5500
FILING_RECEIVED
WORKPLACE OPTIONS, LLC GOVERNMENT CONTRACTORS RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 2
~102 bps in Sched C feesNo recordkeeper disclosed
Active participants
100
Accounts w/ balance
197
Plan assets (EOY)
$998K
Net assets (EOY)
$998K
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (102 bps vs 158 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORKPLACE OPTIONS, LLC.
Plan sponsor
Name
WORKPLACE OPTIONS, LLC
EIN
20-2699271
Address
2912 HIGHWOODS BOULEVARD · RALEIGH, NC · 27604
Phone
(919) 834-6506
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT ADVISORY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $9K | — |
| GALLAGHER FIDUCIARY ADVISORS | — | CHICAGO, IL | NONE | $1K | — |
Investments
1 pooled fund· $2K(0% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 001 | Common Collective Trust | $2K | 0.2% |
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