Development Workshop, Inc.'s EIN is 82-0303456.
Download the official 2024 Form 5500 (PDF) for Development Workshop, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Development Workshop, Inc.'s plan includes a 403(b) annuity, profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $6K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Core Bond R6 Registered Investment Co. | Common Stocks | — | — | $334K | 19.8% | |
| State Street Equity 500 Index K Registered Investment Co. | Common Collective Trusts | — | — | $287K | 17.0% | |
| American Funds New Perspective R6 Registered Investment Co. | Mutual Funds | — | — | $241K | 14.3% | |
| American Funds 2050 R6 Registered Investment Co. | Mutual Funds | — | — | $118K | 7.0% | |
| EI FIXED ACCOUNT - SERIES CLASS II EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $112K | 6.7% | |
| Putnam Large Cap Value R6 Registered Investment Co. | Mutual Funds | — | — | $82K | 4.8% | |
| Investment Contracts with Insurance Companies Allocated Contracts | Other securities | — | — | $72K | 4.3% | |
| Blackrock Emerging Mkts K Registered Investment Co. | Common Stocks | — | — | $61K | 3.6% | |
| MFS Mid Cap Value R6 Registered Investment Co. | Mutual Funds | — | — | $59K | 3.5% | |
| American Funds 2040 R6 Registered Investment Co. | Mutual Funds | — | — | $50K | 3.0% | |
| American Funds 2045 R6 Registered Investment Co. | Mutual Funds | — | — | $50K | 2.9% | |
| American Funds 2060 R6 Registered Investment Co. | Mutual Funds | — | — | $36K | 2.1% | |
| PGIM US Real Estate R6 Registered Investment Co. | Common Stocks | — | — | $35K | 2.1% | |
| JPMorgan Mid Cap Growth R6 Registered Investment Co. | Common Stocks | — | — | $29K | 1.7% | |
| PIMCO Rae Plus Small Instl Registered Investment Co. | Mutual Funds | — | — | $28K | 1.7% | |
| Fidelity Advisor International Cap Registered Investment Co. | Mutual Funds | — | — | $25K | 1.5% | |
| Participant Loans 5.75%-9.50% | Bonds / Notes | — | — | $25K | 1.5% | |
| AB Small Cap Growth Z Registered Investment Co. | Common Stocks | — | — | $24K | 1.4% | |
| American Funds 2055 R6 Registered Investment Co. | Mutual Funds | — | — | $10K | 0.6% | |
| American Funds 2065 R6 Registered Investment Co. | Mutual Funds | — | — | $6K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ECHELON GROUP | — | BOISE, ID | INVESTMENT ADVISOR | $4K | — |
| ARBOR POINT ADVISORS | — | LA VISTA, NE | INVESTMENT ADVISOR | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROFESSIONAL BENEFIT SERVICES INC | — | SALEM, OR | CONTRACT ADMIN | $7K | — |
