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Original filing (PDF)20250905132052NAL0029066560001
THE WORKPLACE, INC.
Form 5500
FILING_RECEIVED
THE WORKPLACE, INC. 401K RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
149
Accounts w/ balance
201
Plan assets (EOY)
$19.0M
Net assets (EOY)
$19.0M
How this plan invests
This plan
6 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 48 bps in Schedule C fees — 65% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE WORKPLACE, INC..
Plan sponsor
Name
THE WORKPLACE, INC.
EIN
22-2484517
Address
1000 LAFAYETTE BLVD, SUITE 501 · BRIDGEPORT, CT · 06604
Phone
(203) 610-8508
Industry
Admin Support & Waste Mgmtsee 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
2025-09-05
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
WITHUM SMITH & BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | 04-3422848 | — | NONE | $39K | — |
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | NONE | $33K | — |
| CITRIN COOPERMAN | 22-2428965 | — | NONE | $19K | — |
Investments
17 direct securities · 6 pooled funds· $19.0M(100% 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.
Uncategorized
$14.1M
17 holdings
Common Collective Trust
$4.9M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Blue Chip Fund Cl R6 | — | — | — | $2.6M | 13.9% | |
| American Funds Target Date Retirement 2030 R6 | — | — | — | $2.3M | 12.3% | |
| Janus Henderson Enterprise Fund I | — | — | — | $2.0M | 10.6% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTMENT TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.8M | 9.3% | |
| BLACKROCK EQUITY INDEX FUND WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $1.7M | 8.7% | |
| Vanguard Equity Income Admiral | — | — | — | $1.2M | 6.1% | |
| John Hancock Disciplined Value Mid Cap I | — | — | — | $1.1M | 6.0% | |
| American Funds Target Date Retirement 2050 R6 | — | — | — | $864K | 4.5% | |
| Hartford International Oppty R6 | — | — | — | $854K | 4.5% | |
| BLACKROCK MIDCAP EQUITY INDEX FUND WILMINGTON TRUST · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $719K | 3.8% | |
| BLACKROCK RUSSELL 2000 INDEX FUND WILMINGTON TRUST · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $696K | 3.7% | |
| American Funds American Bal Fund R6 | — | — | — | $693K | 3.6% | |
| American Funds Target Date Retirement 2040 R6 | — | — | — | $649K | 3.4% | |
| American Funds 2060 Target Date Retirement R6 | — | — | — | $452K | 2.4% | |
| Fidelity Total Bond Fund | — | — | — | $417K | 2.2% | |
| American Funds Target Date Retirement 2020 R6 | — | — | — | $397K | 2.1% | |
| Schwab Cash Account 3 * Notes Receivable from Participants 4.25% to 9.50% - Matures 2051 | — | — | — | $343K | 1.8% | |
| BLACKROCK EAFE EQUITY INDEX FUND WILMINGTON TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $79K | 0.4% | |
| American Funds Target Date Retirement 2015 R6 | — | — | — | $49K | 0.3% | |
| American Funds 2065 Target Retirement R6 | — | — | — | $40K | 0.2% | |
| Schwab Government Fund Investment | — | — | — | $25K | 0.1% | |
| Blackrock Strat Incm Oppty Port Inst | — | — | — | $23K | 0.1% | |
| BLACKROCK US DEBT INDEX CL R WILMINGTON TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $3K | <0.1% |
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