Assets by plan
Share of aggregate retirement assets
Filings through .
Workflow Concepts, Inc.
EIN 46-4692870information technology and servicesLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Health & Benefits
0
Participants
32
P O BOX 1333 - PORTLAND, ME 04101207-303-9690workflowconcepts.comLinkedIn11-50 employeesinformation technology and services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 32 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
WORKFLOW CONCEPTS CASH BALANCE PLAN
Cash balance
Assets$887K
Participants13
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
WORKFLOW CONCEPTS 401(K) PLAN
401(k)
Assets$782K
Participants19
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | WORKFLOW CONCEPTS CASH BALANCE PLAN | Cash balance | $887K | 13 | 2025 |
| #001 | WORKFLOW CONCEPTS 401(K) PLAN | 401(k) | $782K | 19 | 2025 |
- #002 · Cash balance · 202513
- #001 · 401(k) · 202519
Retirement plans