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Sponsor portfolio

WORKABILITY INC.

EIN 11-2643127-music-Latest filing 2025
Plans
2
Retirement
2
$7.1M assets
Welfare
0
Participants
6
P.O. BOX 404 - POUND RIDGE, NY 10576914-764-0250workability.netLinkedIn1-10 employeesmusic
Plans on this EIN
2 filings
#002ProfitSharing-$4.1M - 4 part#003TraditionalDB-$2.9M - 2 part

Retirement portfolio analytics

2 plans aggregated / $7.1M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • INC. RETIREMENT TRUST (#002)59%
  • DEFINED BENEFIT TRUST (#003)41%
Total $7.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT TRUST (#002)4
  • DEFINED BENEFIT TRUST (#003)2
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WORKABILITY INC. RETIREMENT TRUST

ProfitSharing

Assets$4.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

WORKABILITY INC. DEFINED BENEFIT TRUST

TraditionalDB

Assets$2.9M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WORKABILITY INC. RETIREMENT TRUSTProfitSharing$4.1M42024
003WORKABILITY INC. DEFINED BENEFIT TRUSTTraditionalDB$2.9M22025
Retirement plans
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