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Original filing (PDF)20250911083205NAL0000278113001
TOGETHERWORK OPERATIONS, LLC
Form 5500
FILING_RECEIVED
TOGETHERWORK 401(K) PLAN
401(k) retirement plan
Signals · 3
100% in single holdingNo recordkeeper disclosed6 service providers
Active participants
681
Accounts w/ balance
676
Plan assets (EOY)
$61.3M
Net assets (EOY)
$61.3M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: VOYA GOVERNMENT SECURITIES FUND (SEPARATE ACCOUNT NO. 390) (extraction pending)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (8 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TOGETHERWORK OPERATIONS, LLC.
Plan sponsor
Name
TOGETHERWORK OPERATIONS, LLC
EIN
82-0616547
Address
2 RAVINIA DRIVE, SUITE 500 · ATLANTA, GA · 30346
Phone
(888) 554-6634
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
2025-09-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BATESCARTER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT BENEFIT SOLUTIONS | 54-1953648 | HERNDON, VA | TPA | $0 | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBINSON, GRIMES AND COMPANY | 58-1374304 | — | SERVICE PROVIDER | $25K | — |
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $17K | — |
| RETIREMENT BENEFIT SOLUTIONS | 54-1953648 | — | SERVICE PROVIDER | $9K | — |
| RAYMOND JAMES FINANCIAL SERVICES | 59-2937883 | — | SERVICE PROVIDER | $0 | — |
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Investments
1 pooled fund· $59.2M(97% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $59.2M | 96.6% |
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