Original filing (PDF)20250627150316NAL0023063058001

WORKING SOLUTIONS CDFI DBA WORKING SOLUTIONS

Name: WORKING SOLUTIONS CDFI DBA WORKING SOLUTIONS — WORKING SOLUTIONS 401(K) PLAN, Form 5500 (2024)
Creator: WORKING SOLUTIONS CDFI DBA WORKING SOLUTIONS

Form 5500-SF

FILING_RECEIVED

WORKING SOLUTIONS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORKING SOLUTIONS CDFI DBA WORKING SOLUTIONS.

Plan sponsor

Name

WORKING SOLUTIONS CDFI DBA WORKING SOLUTIONS

EIN

91-1951777

Address

870 MARKET STREET, SUITE 677 · SAN FRANCISCO, CA · 94102

Phone

(415) 655-5473

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2024-12-31

Filed

2025-06-27

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)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

DIGITAL FINANCIAL GROUP

DFG 401(K) PLAN

$2.2M · 9 participants

MICHIGAN CERTIFIED DEVELOPMENT CORPORATION

MICHIGAN CERTIFIED DEVELOPMENT CORP 403(B) PLAN

$2.3M · 24 participants

M AND T CONSULTING, LLC

M AND T CONSULTING, LLC DEFINED BENEFIT PLAN

$2.2M · 2 participants

INNER FENCE HOLDINGS, INC.

INNER FENCE 401(K) PLAN

$2.3M · 2 participants

MILWAUKEE ECONOMIC DEVELOPMENT C

MILWAUKEE ECONOMIC DEVELOPMENT CORPORATION 401(K) PLAN