Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WORKFLOW CONCEPTS LLC
EIN 46-4692870information technology and servicesLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
32
P O BOX 1333 - SCARBOROUGH, ME 04070207-303-9690workflowconcepts.comLinkedIn11-50 employeesinformation technology and services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 32 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WORKFLOW CONCEPTS 401(K) PLAN
401k
Assets$782K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
WORKFLOW CONCEPTS CASH BALANCE PLAN
CashBalance
Assets$650K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WORKFLOW CONCEPTS 401(K) PLAN | 401k | $782K | 19 | 2025 | |
| 002 | WORKFLOW CONCEPTS CASH BALANCE PLAN | CashBalance | $650K | 13 | 2024 |
Retirement plans