How big is Designworks Investments, LLC's plan?

Designworks Investments, LLC's plan reported $3.9M in assets and 154 participants for 2024.

Original filing (PDF)20251006110212NAL0001809715001

Designworks Investments, LLC

Name: Designworks Investments, LLC — Designworks, Form 5500 (2024)
Creator: Designworks Investments, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Designworks Collective 401(k) Plan)

401(k) retirement plan · Designworks Investments, LLC's Designworks Collective 401(k) Plan) held $3.9M in plan assets for 154 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Corrective distributions issued~107 bps in Sched C fees

Active participants

154

Accounts w/ balance

164

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Danelle Woodson signed Designworks Investments, LLC's 2024 Form 5500 as plan administrator.

Danelle Woodson — 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

Designworks Investments, LLC's EIN is 26-1927350.

EIN 26-1927350

Plan number 001

Plan year 2024

ACK ID 20251006110212NAL0001809715001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Designworks Investments, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Designworks Investments, LLC's plan includes a 401(k) feature, profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DESIGNWORKS INVESTMENTS, LLC.

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (17th percentile).

Plan sponsor

Name

DESIGNWORKS INVESTMENTS, LLC

EIN

all filings

Address

2934 SIDCO DRIVE · SUITE 140 · NASHVILLE, TN · 37204

Phone

(615) 630-7120

Industry

Manufacturing

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

2025-10-06

Pension benefit codes

3H · Sponsor in controlled / affiliated group

2J · 401(k) feature

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3F · Sponsor used leased employees

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$29K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES INC	13-2638166	—	ADVISOR	$12K	—

Investments

27 direct securities· $3.8M(100% of reported assets)

Mutual Funds

$3.1M

18 holdings

Common Collective Trusts

$605K

4 holdings

Other securities

$131K

5 holdings

					% of plan
Fidelity Freedom 2030 Fund n/a	Mutual Funds	—	—	$776K	20.2%
Fidelity 500 Index Fund n/a	Common Collective Trusts	—	—	$587K	15.2%
Fidelity Freedom 2055 Fund n/a	Mutual Funds	—	—	$408K	10.6%
Fidelity Freedom 2035 Fund n/a	Mutual Funds	—	—	$316K	8.2%
Fidelity Government Market Fund n/a	Mutual Funds	—	—	$302K	7.8%
Fidelity Freedom 2050 Fund n/a	Mutual Funds	—	—	$301K	7.8%
Fidelity Freedom 2060 Fund n/a	Mutual Funds	—	—	$296K	7.7%
Fidelity Freedom 2040 Fund n/a	Mutual Funds	—	—	$264K	6.9%
Fidelity Freedom 2025 Fund n/a	Mutual Funds	—	—	$160K	4.2%
Fidelity Freedom 2045 Fund n/a	Mutual Funds	—	—	$145K	3.8%
Through August 2029 -	Other securities	—	—	$84K	2.2%
Fidelity Freedom Income Fund n/a 463 * Fidelity Freedom 2065 Fund n/a	Mutual Funds	—	—	$50K	1.3%
Fidelity Freedom 2020 Fund n/a	Mutual Funds	—	—	$41K	1.1%
Allspring Special Mid Cap Value Fund n/a	Other securities	—	—	$19K	0.5%
American Funds Balanced Fund n/a	Mutual Funds	—	—	$18K	0.5%
AllianceBernstein Large Cap Growth Fund n/a	Other securities	—	—	$13K	0.3%
Fidelity Freedom 2015 Fund n/a	Mutual Funds	—	—	$10K	0.3%
BlackRock Mid Cap Growth Equity Fund n/a	Other securities	—	—	$10K	0.3%
American Funds American Mutual Fund n/a	Mutual Funds	—	—	$9K	0.2%
Fidelity International Index Fund n/a	Common Collective Trusts	—	—	$8K	0.2%
Fidelity Freedom 2070 Fund n/a 25 Virtus KAR Small Cap Growth Fund n/a	Mutual Funds	—	—	$7K	0.2%
First Eagle Global Fund n/a	Other securities	—	—	$5K	0.1%
Fidelity Small Cap Index Fund n/a	Common Collective Trusts	—	—	$5K	0.1%
Fidelity Mid Cap Index Fund n/a	Common Collective Trusts	—	—	$5K	0.1%
American Funds New World Fund n/a	Mutual Funds	—	—	$3K	<0.1%
MFS International Diversification Fund n/a	Mutual Funds	—	—	$3K	<0.1%
American Funds Inflation Linked Bond Fund n/a	Mutual Funds	—	—	$2K	<0.1%