Original filing (PDF)20241010144846NAL0040534082001

WORK ARCHITECTURE + DESIGN

Name: WORK ARCHITECTURE + DESIGN — WORK ARCHITECTURE + DESIGN 401(K) PLAN, Form 5500 (2023)
Creator: WORK ARCHITECTURE + DESIGN

Form 5500-SF

FILING_RECEIVED

WORK ARCHITECTURE + DESIGN 401(K) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$476K

Net assets (EOY)

$476K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORK ARCHITECTURE + DESIGN.

Plan sponsor

Name

WORK ARCHITECTURE + DESIGN

EIN

46-4085580

Address

1122 ROGERS STREET · LOUISVILLE, KY · 40204

Phone

(502) 632-3232

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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