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Original filing (PDF)20251015083025NAL0005679504001
EXAMWORKS, LLC
Form 5500
FILING_RECEIVED
EXAMWORKS 401(K) PLAN
401(k) retirement plan
Active participants
2,766
Accounts w/ balance
1,626
Plan assets (EOY)
$89.9M
Net assets (EOY)
$89.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Vendor stack
100
Participation health
80
Knocking points off
- 59% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXAMWORKS, LLC.
Plan sponsor
Name
EXAMWORKS, LLC
EIN
26-1114252
Address
3280 PEACHTREE ROAD · STE 2625 · ATLANTA, GA · 30305
Phone
(404) 836-9013
Industry
Finance & Insurancesee 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
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
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)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WINDHAM BRANNON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $145K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $15K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WINDHAM BRANNON, LLC | 58-1763439 | — | ACCOUNTANT/AUDITOR | $7K | — |
Investments
27 direct securities · 2 pooled funds· $91.3M(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
$87.6M
26 holdings
Common Collective Trust
$2.3M
2 holdings
Common Collective Trusts
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund | — | — | — | $13.9M | 15.4% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $11.7M | 13.0% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $10.3M | 11.5% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $9.7M | 10.8% | |
| Fidelity 500 Index | — | — | — | $7.4M | 8.3% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $6.7M | 7.5% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $5.7M | 6.3% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth | — | — | — | $4.5M | 5.0% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $2.7M | 3.0% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $2.3M | 2.5% | |
| Dodge & Cox Dodge & Cox Stock | — | — | — | $1.7M | 1.8% | |
| Fidelity US Bond Index | — | — | — | $1.6M | 1.7% | |
| Funds Invesco Stable Value B1 | Common Collective Trusts | — | — | $1.3M | 1.5% | |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.5% | |
| Notes receivable from participants Interest rates from 4.25% to 10.50% | — | — | — | $1.2M | 1.4% | |
| Fidelity International Index | — | — | — | $1.2M | 1.4% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $1.1M | 1.3% | |
| Hartford International Opportunities R6 | — | — | — | $1.1M | 1.2% | |
| Fidelity Extended Market Index | — | — | — | $1.1M | 1.2% | |
| PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $1.0M | 1.1% | |
| Carillon Eagle Mid Cap Growth Fund Class R6 | — | — | — | $848K | 0.9% | |
| Stephens American Beacon Stephens Small Cap Growth Fund | — | — | — | $677K | 0.8% | |
| Vanguard Target Retirement Income | — | — | — | $673K | 0.7% | |
| Dimensional Fund Advisors DFA US Small Cap Value | — | — | — | $536K | 0.6% | |
| Virtus Ceredex Mid-Cap Value Equity Fund | — | — | — | $393K | 0.4% | |
| Vanguard Inflational Protected Admiral | — | — | — | $294K | 0.3% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $264K | 0.3% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $166K | 0.2% | |
| Fidelity Government Money Market Fund | — | — | — | $21K | <0.1% |
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