How big is Knowledgeworks Foundation's plan?

Knowledgeworks Foundation's plan reported $19.7M in assets and 57 participants for 2024.

Original filing (PDF)20250711070251NAL0010003680001

Knowledgeworks Foundation

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

Form 5500-SF

FILING_RECEIVED

Knowledgeworks Foundation 401(k) & Retirement Plan

401(k) retirement plan · Knowledgeworks Foundation's Knowledgeworks Foundation 401(k) & Retirement Plan held $19.7M in plan assets for 57 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$19.7M

Net assets (EOY)

$19.7M

People on this filing

Holly A. Brinkman signed Knowledgeworks Foundation's 2024 Form 5500 as plan administrator.

Holly A. Brinkman — 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

Knowledgeworks Foundation's EIN is 31-1321973.

EIN 31-1321973

Plan number 003

Plan year 2024

ACK ID 20250711070251NAL0010003680001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Knowledgeworks Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 KNOWLEDGEWORKS FOUNDATION.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

KNOWLEDGEWORKS FOUNDATION

EIN

all filings

Address

312 PLUM STREET SUITE 950 · CINCINNATI, OH · 45202

Phone

(513) 929-4777

Industry

Educational Services

Plan administrator