Original filing (PDF)20251016122819NAL0008223312001

WURKFORCE, INC.

Name: WURKFORCE, INC. — WURK 401(K) PLAN, Form 5500 (2024)
Creator: WURKFORCE, INC.

Form 5500

FILING_RECEIVED

WURK 401(K) PLAN

401(k) retirement plan

Signals · 4

No auditor on file47% in single holding~131 bps in Sched C feesNo recordkeeper disclosed

Active participants

6,647

Accounts w/ balance

5,368

Plan assets (EOY)

$23.8M

Net assets (EOY)

$23.8M

How this plan invests

This plan

6 pooled trusts

Schedule D

6 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

Participation health

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Top holding "[DFE: INTELLICENTS AGGRESSIVE CIF (extraction pending)]" is 47% of plan.
131 bps in Schedule C fees — 351% above peer band of 29 bps.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WURKFORCE, INC..

Plan sponsor

Name

WURKFORCE, INC.

EIN

81-2794951

Address

2162 MARKET STREET · DENVER, CO · 80205

Phone

(720) 759-5280

Industry

Professional & Technical Servicessee 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

2025-10-16

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
INTELLICENTS INVESTMENT SOLUTIONS	41-1812533	—	INVESTMENT ADVISORY	$109K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PCS RETIREMENT LLC	23-3038464	—	CONTRACT ADMINISTRATOR	$202K	—

Investments

6 pooled funds· $17.3M(73% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Investment	Type	Shares / units	Cost	Current value	% of plan
INTELLICENTS AGGRESSIVE CIF INTELLICENTS AGGRESSIVE CIF · EIN 87-0860881 / PN 001	Common Collective Trust	—	—	$8.1M	34.1%
INTELLICENTS MODERATLY AGGRESSIVE C INTELLICENTS MODERATLY AGGRESSIVE CIF · EIN 86-3914399 / PN 001	Common Collective Trust	—	—	$4.6M	19.3%
INTELLICENTS MODERATE CIF INTELLICENTS MODERATE CIF · EIN 86-3956341 / PN 001	Common Collective Trust	—	—	$2.7M	11.3%
INTELLICENTS MODERATELY CONSERVATIV INTELLICENTS MODERATELY CONSERVATIVE CIF · EIN 86-3883297 / PN 001	Common Collective Trust	—	—	$1.6M	6.9%
INTELLICENTS CONSERVATIVE CIF INTELLICENTS CONSERVATIVE CIF · EIN 86-3974282 / PN 001	Common Collective Trust	—	—	$270K	1.1%
INTELLICENTS PRESERVATION CIF INTELLICENTS PRESERVATION CIF · EIN 86-3712906 / PN 001	Common Collective Trust	—	—	$16K	<0.1%