Back to filter
Original filing (PDF)20251216120735NAL0006131682001
NORTH CENTRAL SHELTERED WORKSHOP, INC.
Form 5500-SF
FILING_RECEIVED
N CENTRAL SHELTERED WORKSHOP/LIFEWORKS COMMUNITY SERVICES 401(K)
401(k) retirement plan
Signals · 1
Late filing · 1.0 mo
Active participants
64
Accounts w/ balance
47
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
96
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.0 months past the 10.5-month grace window.
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 NORTH CENTRAL SHELTERED WORKSHOP, INC..
Plan sponsor
Name
NORTH CENTRAL SHELTERED WORKSHOP, INC.
DBA
LIFEWORKS COMMUNITY SERVICES
EIN
42-0929867
Address
1303 A STREET · FORT DODGE, IA · 50501
Phone
(515) 955-6618
Industry
Health Care & Social Assistancesee 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
2025-12-16
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
PATHWAYS YOUTH AND FAMILY SERVICES, INC.
PATHWAYS YOUTH AND FAMILY SERVICES 403(B) PLAN
$2.0M · 185 participants
ARROW CONSULTATION SERVICES
ARROW CONSULTATION SERVICES
$2.0M · 46 participants
MORGAN MEMORIAL GOODWILL INDUSTRIES
MORGAN MEMORIAL GOODWILL INDUSTRIES, INC. 401(A) RETIREMENT PLAN
$2.0M · 47 participants
OFFENDER AID AND RESTORATION O
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF OFFENDER AID AND RESTORATION OF CHARLOTTESVILLE - ALBEMARLE, INC.
$2.0M · 26 participants
THE DANISH HOME
THE DANISH HOME 401(K) RETIREMENT PLAN AND TRUST
$2.0M · 29 participants
LONG ISLAND CRISIS CENTER
LONG ISLAND CRISIS CENTER 403(B) PENSION PLAN
$2.0M · 32 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B