Original filing (PDF)20250408103432NAL0009937587001

Workspace Development, LLC DBA Opensquare

Name: Workspace Development, LLC DBA Opensquare — Form 5500 Plan 001 (2024)
Creator: Workspace Development, LLC DBA Opensquare
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Opensquare 401(k) Retirement Plan

401(k) retirement plan · Workspace Development, LLC DBA Opensquare's Opensquare 401(k) Retirement Plan filed a Form 5500 for plan year 2024.

Signals · 1

Late filing · 34.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

People on this filing

Laura Harmon signed Workspace Development, LLC DBA Opensquare's 2024 Form 5500 as plan administrator.

Laura Harmon — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Workspace Development, LLC DBA Opensquare's EIN is 91-2028520.

EIN 91-2028520

Plan number 001

Plan year 2024

ACK ID 20250408103432NAL0009937587001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Workspace Development, LLC DBA Opensquare from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Workspace Development, LLC DBA Opensquare's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WORKSPACE DEVELOPMENT, LLC DBA OPENSQUARE.

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 34.8 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

WORKSPACE DEVELOPMENT, LLC DBA OPENSQUARE

EIN

all filings

Address

5601 6TH AVENUE SOUTH · SEATTLE, WA · 981082522

Phone

(206) 768-8000

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2021-01-01

Tax period

2021-06-30

Filed

2025-04-08

Pension benefit codes

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)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

2 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
USI ADVISORS, INC.	06-1397347	—	NONE	$6K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
USI CONSULTING GROUP, INC.	—	—	NONE	$12K	—

Investments

1 pooled fund· $0

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.