How big is Workbook LLC's plan?

Workbook LLC's plan reported $1.3M in assets and 18 participants for 2024.

Original filing (PDF)20250723144922NAL0004625088002

Workbook LLC

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

Form 5500-SF

FILING_RECEIVED

Workbook LLC Retirement Trust

401(k) retirement plan · Workbook LLC's Workbook LLC Retirement Trust held $1.3M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Bill Daniels signed Workbook LLC's 2024 Form 5500 as plan administrator.

Bill Daniels — 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

Workbook LLC's EIN is 27-1433407.

EIN 27-1433407

Plan number 001

Plan year 2024

ACK ID 20250723144922NAL0004625088002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Workbook LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score