WORTH & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
533
Accounts w/ balance
506
Plan assets (EOY)
$6.3M
Net assets (EOY)
-$23.6M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score
82
/ 100
Grade B
Above-average plan
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.
Compliance & integrity
80
Total plan cost
100
Plan health
45
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORTH & COMPANY, INC..
Plan sponsor
Name
WORTH & COMPANY, INC.
EIN
23-2251312
Address
6263 KELLERS CHURCH ROAD · PIPERSVILLE, PA · 18947
