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Original filing (PDF)20251014113644NAL0002777217001
INFOWORKS, INC.
Form 5500
FILING_RECEIVED
INFOWORKS EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Defined-contribution retirement plan
Signals · 2
100% in single holding100% employer stock
Active participants
89
Accounts w/ balance
127
Plan assets (EOY)
$29.9M
Net assets (EOY)
$24.2M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "InfoWorks, Inc. Common stock - 94,174 shares" is 100% of plan.
- 100% of plan in employer / sponsor stock.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INFOWORKS, INC..
Plan sponsor
Name
INFOWORKS, INC.
EIN
62-1669899
Address
102 WOODMONT BLVD., SUITE 500 · NASHVILLE, TN · 37205
Phone
(615) 356-2686
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
2 direct securities· $29.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| InfoWorks, Inc. Common stock - 94,174 shares | — | — | $29.9M | $29.8M | 99.8% | |
| FNB Money Market Deposit | — | — | $13K | $13K | <0.1% |
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