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Original filing (PDF)20251013143105NAL0001427249001
WORKANDCO INTERNATIONAL INC. D/B/A WORK & CO.
Form 5500
FILING_RECEIVED
WORK & CO. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
246
Accounts w/ balance
505
Plan assets (EOY)
$39.1M
Net assets (EOY)
$39.1M
How this plan invests
This plan
15 pooled trusts
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORKANDCO INTERNATIONAL INC. D/B/A WORK & CO..
Plan sponsor
Name
WORKANDCO INTERNATIONAL INC. D/B/A WORK & CO.
EIN
46-2436774
Address
231 FRONT STREET · 5TH FLOOR · BROOKLYN, NY · 11201
Phone
(347) 470-4803
Industry
Professional & Technical Servicessee all
Plan administrator
Name
WORKANDCO INTERNATIONAL INC. D/B/A WORK & CO.
EIN
46-2436774
City
BROOKLYN, NY
Phone
(347) 470-4803
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $6K | — |
| ASSOCIATED PENSION CONSULTANTS, INC | 11-3271022 | MELVILLE, NY | CONTRACT ADMINISTRATOR | $6K | — |
Investments
21 direct securities · 15 pooled funds· $39.2M(100% 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.
Common Collective Trust
$28.0M
14 holdings
Uncategorized
$8.0M
20 holdings
Pooled Separate Account
$2.9M
1 holding
Mutual Funds
$220K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBRID 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $9.6M | 24.6% | |
| PRIN LIFETIME HYBRID 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $7.2M | 18.5% | |
| PRIN LIFETIME HYBRID 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $3.4M | 8.6% | |
| PRIN LIFETIME HYBRID 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $3.3M | 8.5% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.9M | 7.5% | |
| Vanguard Group Growth Index ADM Fund | — | — | — | $2.6M | 6.8% | |
| PRIN LIFETIME HYBRID 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $2.4M | 6.1% | |
| Fidelity Investments Total Market Index Fund | — | — | — | $1.8M | 4.5% | |
| PRIN LIFETIME HYBRID 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.2M | 3.1% | |
| Vanguard Group FTSE ALL-WRLD EX-US IDX Fund | — | — | — | $1.1M | 2.7% | |
| Vanguard Group Mid Cap Index ADM Fund | — | — | — | $668K | 1.7% | |
| Vanguard Group SM CA Index ADM Fund | — | — | — | $480K | 1.2% | |
| PRIN LIFETIME HYBRID 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $372K | 1.0% | |
| Vanguard Group Value Index ADM Fund | — | — | — | $360K | 0.9% | |
| Fidelity Management & Research INF-PR Bond Index Fund | — | — | — | $230K | 0.6% | |
| PRIN LIFETIME HYBRID 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $226K | 0.6% | |
| Calvert Asset Management Calvert US Lg Cap Rsp Idx I Fd | Mutual Funds | — | — | $220K | 0.6% | |
| PRIN STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $173K | 0.4% | |
| PRIN LIFETIME HYBRID 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $126K | 0.3% | |
| Vanguard Group Real Estate Index Admiral Fund | — | — | — | $115K | 0.3% | |
| J.P. Morgan Investment Emerg Mkts EQ R6 Fund | — | — | — | $106K | 0.3% | |
| Western Asset Management Co. Western Asset A CR PLS BD IS Fund | — | — | — | $105K | 0.3% | |
| Participant Loan 4.50% - 9.50% | — | — | — | $79K | 0.2% | |
| Notes Receivable from Participants Rates ranging from 8.50% to 9.50% - | — | — | — | $79K | 0.2% | |
| Vanguard Group GNMA Admiral Fund | — | — | — | $60K | 0.2% | |
| Lord Abbett & Co. High Yield R6 Fund | — | — | — | $57K | 0.1% | |
| Calvert Asset Management Calvert Equity I Fund | — | — | — | $55K | 0.1% | |
| Calvert Asset Management Calvert Intl Equity I Fund | — | — | — | $53K | 0.1% | |
| Parnassus Investments Parnassus Mid Cap Fund | — | — | — | $42K | 0.1% | |
| PRINCIPAL LIFETIME HYBRID INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $17K | <0.1% | |
| Principal Global Investors Trust Co Prin LifeTime Hybr Inc CIT U | — | — | — | $17K | <0.1% | |
| Nuveen Asset Management Core Impact Bond Fund | — | — | — | $8K | <0.1% | |
| Common Collective Trusts * Principal Life Insurance Company LifeTime Hybr 2015 CIT R3 | — | — | — | $6K | <0.1% | |
| PRIN LIFETIME HYBRID 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $6K | <0.1% | |
| PRIN LIFETIME HYBRID 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $4K | <0.1% | |
| PRIN LIFETIME HYBRID 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $844 | <0.1% |
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