Back to filter
Original filing (PDF)20250530123616NAL0005263971001
WORKZONE LLC
Form 5500-SF
FILING_RECEIVED
WORKZONE LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
14
Accounts w/ balance
45
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORKZONE LLC.
Plan sponsor
Name
WORKZONE LLC
EIN
75-3072334
Address
86701 · 30 S 15TH ST, SUITE 1550, PMB · PHILADELPHIA, PA · 194225064
Phone
(484) 808-4617
Industry
Data Processing, Hosting· Information / Tech / Mediasee 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
2025-05-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Data Processing, Hosting plans
CORDATA HEALTHCARE INNOVATIONS, INC
CORDATA HEALTHCARE INNOVATIONS, INC 401(K) PLAN
$2.3M · 37 participants
ARTURO INTELLIGENCE, INC
ARTURO INTELLIGENCE 401(K) PLAN
$2.3M · 28 participants
GRAYWEBGRAPHICSCOM LLC
GRAYWEBGRAPHICSCOM LLC 401(K) PROFIT SHARING PLAN & TRUST
$2.3M · 11 participants
MARKETING ADVERTISING PROMOTIONS, I
MARKETING ADVERTISING PROMOTIONS INC 401K PSP
$2.3M · 20 participants
ELEND SOLUTIONS, INC.
ELEND SOLUTIONS 401(K) PLAN
$2.3M · 27 participants
WISETEK PROVIDERS, INC.
WISETEK PROVIDERS, INC. 401(K) PLAN
$2.3M · 12 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B