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Original filing (PDF)20251009141128NAL0003984179001
PLACEWORKS, INC.
Form 5500
FILING_RECEIVED
PLACEWORKS 401(K) PLAN
401(k) retirement plan
Active participants
138
Accounts w/ balance
165
Plan assets (EOY)
$27.4M
Net assets (EOY)
$27.4M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLACEWORKS, INC..
Plan sponsor
Name
PLACEWORKS, INC.
EIN
95-2975827
Address
3 MACARTHUR PLACE · SUITE 1100 · SANTA ANA, CA · 92707
Phone
(714) 966-9220
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WRIGHT FORD YOUNG & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES LLC | 74-2715820 | WACO, TX | RECORDKEEPER | $5K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIRE AMERICA | — | CHINO, CA | NONE | $53K | — |
Investments
28 direct securities · 1 pooled fund· $27.3M(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
$25.2M
28 holdings
Common Collective Trust
$2.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Admiral Fund | — | — | — | $5.5M | 20.0% | |
| American Funds American Balanced Fund | — | — | — | $2.7M | 9.9% | |
| Columbia Threadneedle Investments Global Technology Growth Fund | — | — | — | $2.6M | 9.4% | |
| GALLIARD STABLE RETURN FUND C ALLSPRING COLLECTIVE INVESTMENT TRUST · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $2.1M | 7.5% | |
| Vanguard Intermediate-Term Treasury Admiral Fund | — | — | — | $2.0M | 7.2% | |
| Vanguard Dividend Appreciation Index Admiral Fund | — | — | — | $1.9M | 7.0% | |
| American Century Investments Strategic Allocation: Aggressive Fund | — | — | — | $1.6M | 5.9% | |
| Columbia Threadneedle Investments Seligman Technology and Information Fund | — | — | — | $1.5M | 5.5% | |
| Vanguard Tax-Managed Balanced Admiral Fund | — | — | — | $974K | 3.6% | |
| Vanguard Mid-Cap Value Index Admiral Fund | — | — | — | $820K | 3.0% | |
| Registered Investment Companies American Century Investments Small Cap Growth Fund | — | — | — | $772K | 2.8% | |
| American Funds 2040 Target Date Retirement Fund | — | — | — | $738K | 2.7% | |
| Vanguard Small-Cap Value Index Admiral Fund | — | — | — | $699K | 2.6% | |
| Vanguard Total World Stock Index Admiral Fund | — | — | — | $670K | 2.4% | |
| T. Rowe Price Cash Reserves Fund ** 221 Vanguard Developed Markets Index Admiral Fund | — | — | — | $452K | 1.7% | |
| American Funds 2055 Target Date Retirement Fund | — | — | — | $413K | 1.5% | |
| Calvert US Large Cap Core Responsible Index Fund | — | — | — | $393K | 1.4% | |
| American Funds Small Cap World Fund | — | — | — | $385K | 1.4% | |
| Impax Asset Management Global Environmental Markets Fund | — | — | — | $291K | 1.1% | |
| Cohen & Steers Institutional Realty Shares, Inc. Fund | — | — | — | $212K | 0.8% | |
| American Funds 2060 Target Date Retirement Fund | — | — | — | $156K | 0.6% | |
| Participant Loans * Participant Loans Interest rates ranging from 5.25% - 10.50% - | — | — | — | $144K | 0.5% | |
| Nuveen Inflation Linked Bond Fund | — | — | — | $108K | 0.4% | |
| Vanguard Federal Money Market Investor Fund | — | — | — | $94K | 0.3% | |
| American Funds 2065 Target Date Retirement Fund | — | — | — | $66K | 0.2% | |
| American Funds 2045 Target Date Retirement Fund | — | — | — | $58K | 0.2% | |
| American Funds 2050 Target Date Retirement Fund | — | — | — | $34K | 0.1% | |
| American Funds 2030 Target Date Retirement Fund | — | — | — | $12K | <0.1% | |
| American Funds 2025 Target Date Retirement Fund | — | — | — | $2K | <0.1% |
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