Back to filter
Original filing (PDF)20250522111612NAL0004459408001
WORKFORCE DEVELOPMENT, INC.
Form 5500-SF
FILING_RECEIVED
WORKFORCE DEVELOPMENT, INC. 403(B) PLAN
403(b) retirement plan
Signals · 1
No auditor on file
Active participants
122
Accounts w/ balance
113
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
Plan health score (directional)
77
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORKFORCE DEVELOPMENT, INC..
Plan sponsor
Name
WORKFORCE DEVELOPMENT, INC.
EIN
41-1484613
Address
2070 COLLEGE VIEW ROAD EAST · ROCHESTER, MN · 55904
Phone
(507) 292-5191
Industry
Admin Support & Waste Mgmtsee 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
2025-05-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.