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Original filing (PDF)20250828150215NAL0005599091001
INTERIORWORX, LLC
Form 5500
FILING_RECEIVED
INTERIORWORX, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
306
Accounts w/ balance
110
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Participation health
65
Knocking points off
- Only 36% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (0 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERIORWORX, LLC.
Plan sponsor
Name
INTERIORWORX, LLC
EIN
61-1729947
Address
2040 W RIO SALADO PKWY SUITE 105 · TEMPE, AZ · 85281
Phone
(623) 516-2700
Industry
Constructionsee 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
2025-08-28
Pension benefit codes
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2J · 401(k) feature
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $50 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES INC | 38-2722519 | — | ADVISOR | $0 | — |
Investments
30 direct securities· $5.5M(100% of reported assets)
Uncategorized
$5.5M
29 holdings
Mutual Funds
$5K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FA FREEDOM 2030 M | — | — | — | $967K | 17.5% | |
| Fidelity FA ENERGY M 235 * Fidelity FID 500 INDEX | — | — | — | $686K | 12.4% | |
| Fidelity FA FREEDOM 2035 M | — | — | — | $469K | 8.5% | |
| Fidelity FA FREEDOM 2050 M | — | — | — | $450K | 8.1% | |
| Fidelity FA FREEDOM 2025 M | — | — | — | $415K | 7.5% | |
| Fidelity FA FREEDOM 2020 M | — | — | — | $331K | 6.0% | |
| Fidelity FA FREEDOM 2040 M | — | — | — | $272K | 4.9% | |
| J.P. Morgan JPM LG CAP GRTH R2 | — | — | — | $261K | 4.7% | |
| Fidelity FA FREEDOM 2045 M | — | — | — | $256K | 4.6% | |
| Fidelity FID GOVT MMKT ADV M | — | — | — | $173K | 3.1% | |
| Macquarie MGL MID CP GR R | — | — | — | $162K | 2.9% | |
| Fidelity FA FREEDOM 2055 M | — | — | — | $140K | 2.5% | |
| American Funds AF WASH MUT INV R3 | — | — | — | $138K | 2.5% | |
| Fidelity FA LTD TERM BOND M | — | — | — | $104K | 1.9% | |
| Columbia COL SLGM GLB TECH R | — | — | — | $99K | 1.8% | |
| Nationwide NWD GNV SM CAP GR A | — | — | — | $84K | 1.5% | |
| Black Rock BLKRK HLTH SCI OPP R | — | — | — | $76K | 1.4% | |
| Fidelity FA FREEDOM 2060 M | — | — | — | $75K | 1.4% | |
| Fidelity FID SM CAP IDX | — | — | — | $55K | 1.0% | |
| Fidelity FA FREEDOM 2065 M | — | — | — | $55K | 1.0% | |
| Neuberger Berman NB REAL ESTATE R3 | — | — | — | $51K | 0.9% | |
| American Funds AF STRAT BOND R6 | — | — | — | $50K | 0.9% | |
| Fidelity FID MID CAP IDX | — | — | — | $33K | 0.6% | |
| American Funds AF EUROPACIFIC GR R3 | — | — | — | $27K | 0.5% | |
| Fidelity FA FINANCIALS M | — | — | — | $26K | 0.5% | |
| Neuberger Berman NB LG CAP VAL TR 262 PGIM HIGH YIELD R | — | — | — | $20K | 0.4% | |
| American Funds AF NEW WORLD R3 | — | — | — | $20K | 0.4% | |
| American Funds AF BOND FD AMER R4 | — | — | — | $8K | 0.1% | |
| Fidelity FID INTL INDEX | — | — | — | $5K | <0.1% | |
| American Funds AF BALANCED FUND R3 | Mutual Funds | — | — | $5K | <0.1% |
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