PAM Wood signed Workfusion, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Workfusion, Inc.'s EIN is 45-4148571.
Download the official 2024 Form 5500 (PDF) for Workfusion, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Workfusion, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. | 43-1451524 | — | CONSULTANT | $22K | — |
| MORNINGSTAR RETIREMENT MANAGER | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.0M | 95.7% | |
| [Assets held in common collective trust] | Other | — | — | $275K | 2.9% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $225K | 2.4% | |
| AB US LG CAP GR R WILMINGTON TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $51K | 0.5% | |
| [Assets held in participant loans] | Other | — | — | $30K | 0.3% |
| CHICAGO, IL |
| INVESTMENT MANAGER |
| $0 |
| — |
