How big is Dataworks Plus, LLC's plan?

Dataworks Plus, LLC's plan reported $8.9M in assets and 90 participants for 2024.

Original filing (PDF)20250605074040NAL0008962931001

Dataworks Plus, LLC

Name: Dataworks Plus, LLC — Dataworks Plus Retirement, Form 5500 (2024)
Creator: Dataworks Plus, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dataworks Plus Retirement Trust

401(k) retirement plan · Dataworks Plus, LLC's Dataworks Plus Retirement Trust held $8.9M in plan assets for 90 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.9M

Net assets (EOY)

$8.9M

People on this filing

LISA Cole signed Dataworks Plus, LLC's 2024 Form 5500 as plan administrator.

LISA Cole — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Dataworks Plus, LLC's EIN is 57-1104887.

EIN 57-1104887

Plan number 001

Plan year 2024

ACK ID 20250605074040NAL0008962931001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dataworks Plus, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dataworks Plus, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DATAWORKS PLUS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off