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Original filing (PDF)20260305122044NAL0002558243001
DEVELOPMENT WORKSHOP, INC.
Form 5500
FILING_RECEIVED
DEVELOPMENT WORKSHOP, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
~151 bps in Sched C fees
Active participants
216
Accounts w/ balance
137
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
How this plan invests
This plan
1 pooled trust
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
65
Vendor stack
100
Participation health
80
Knocking points off
- 151 bps in Schedule C fees — 191% above peer band of 52 bps.
- 63% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEVELOPMENT WORKSHOP, INC..
Plan sponsor
Name
DEVELOPMENT WORKSHOP, INC.
EIN
82-0303456
Address
555 W. 25TH STREET · IDAHO FALLS, ID · 83402
Phone
(208) 524-1550
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-05
Pension benefit codes
2L · 403(b)(1) annuity
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RUDD & COMPANY, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $6K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ECHELON GROUP | — | BOISE, ID | INVESTMENT ADVISOR | $4K | — |
| ARBOR POINT ADVISORS | — | LA VISTA, NE | INVESTMENT ADVISOR | $3K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROFESSIONAL BENEFIT SERVICES INC | — | SALEM, OR | CONTRACT ADMIN | $7K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
Investments
19 direct securities · 1 pooled fund· $1.7M(100% 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.
Uncategorized
$1.6M
19 holdings
Pooled Separate Account
$112K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Core Bond R6 Registered Investment Co. | — | — | — | $334K | 19.8% | |
| State Street Equity 500 Index K Registered Investment Co. | — | — | — | $287K | 17.0% | |
| American Funds New Perspective R6 Registered Investment Co. | — | — | — | $241K | 14.3% | |
| American Funds 2050 R6 Registered Investment Co. | — | — | — | $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. | — | — | — | $82K | 4.8% | |
| Investment Contracts with Insurance Companies Allocated Contracts | — | — | — | $72K | 4.3% | |
| Blackrock Emerging Mkts K Registered Investment Co. | — | — | — | $61K | 3.6% | |
| MFS Mid Cap Value R6 Registered Investment Co. | — | — | — | $59K | 3.5% | |
| American Funds 2040 R6 Registered Investment Co. | — | — | — | $50K | 3.0% | |
| American Funds 2045 R6 Registered Investment Co. | — | — | — | $50K | 2.9% | |
| American Funds 2060 R6 Registered Investment Co. | — | — | — | $36K | 2.1% | |
| PGIM US Real Estate R6 Registered Investment Co. | — | — | — | $35K | 2.1% | |
| JPMorgan Mid Cap Growth R6 Registered Investment Co. | — | — | — | $29K | 1.7% | |
| PIMCO Rae Plus Small Instl Registered Investment Co. | — | — | — | $28K | 1.7% | |
| Fidelity Advisor International Cap Registered Investment Co. | — | — | — | $25K | 1.5% | |
| Participant Loans 5.75%-9.50% | — | — | — | $25K | 1.5% | |
| AB Small Cap Growth Z Registered Investment Co. | — | — | — | $24K | 1.4% | |
| American Funds 2055 R6 Registered Investment Co. | — | — | — | $10K | 0.6% | |
| American Funds 2065 R6 Registered Investment Co. | — | — | — | $6K | 0.4% |