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Original filing (PDF)20250120164151NAL0001399011001

TEKWORKS, INC.

Form 5500
FILING_RECEIVED
TEKWORKS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 14.1 moNo recordkeeper disclosed
Active participants
227
Accounts w/ balance
244
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
  • Filed 14.1 months past the 10.5-month grace window.
  • 65 bps in Schedule C fees — modestly above peer band of 52 bps.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEKWORKS, INC..
Plan sponsor
Name
TEKWORKS, INC.
EIN
33-0926164
Address
13000 GREGG ST. SUITE B · POWAY, CA · 92064
Phone
(858) 218-3667
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2025-01-20
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MATRANGA & COMPANY
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
PREMIER PLAN CONSULTANTS INCSAN DIEGO, CACONTRACT ADMIN$3K
Other
2
NameEINLocationRelationDirect compIndirect comp
NORTHWESTERN MUTUAL WEALTH MGMTMILWAUKEE, WIINVESTMENT INVESTMENT AD$25K
EMPOWER ADVISORY GROUP, LLCGREENWOOD VILLAGE, COINVESTMENT MGMT$5K

Investments

1 pooled fund· $4.7M(93% 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.

InvestmentTypeCurrent value% of plan
FUTUREFUNDS SERIES ACCOUNT II OF GR
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003
Pooled Separate Account
$4.7M93.1%

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