Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HEALTHWORKS GROUP, LLC
EIN 47-4906793Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
10
1013 ANCHORAGE WOODS CIRCLE - LOUISVILLE, KY 40223502-883-1950
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 10 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#002
HEALTHWORKS GROUP, LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.5M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HEALTHWORKS GROUP, LLC PROFIT SHARING PLAN
401k
Assets$2.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HEALTHWORKS GROUP, LLC DEFINED BENEFIT PLAN | TraditionalDB | $2.5M | 4 | 2025 | |
| 001 | HEALTHWORKS GROUP, LLC PROFIT SHARING PLAN | 401k | $2.1M | 6 | 2024 |
Retirement plans