Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WORKMAN INDUSTRIES, INCORPORATED
EIN 61-1913948marketing and advertisingLatest filing 2025
Plans
2
Retirement
2
$492K assets
Welfare
0
Participants
6
216 AVENIDA FABRIANTE SUITE 207 - SAN CLEMENTE, CA 92672760-779-1351LinkedIn1-10 employeesmarketing and advertising
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $492K assets / 6 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
WORKMAN INDUSTRIES, INCORPORATED CASH BALANCE PLAN
CashBalance
Assets$420K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WORKMAN INDUSTRIES, INCORPORATED 401(K) PLAN
401k
Assets$72K
Participants3
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 | WORKMAN INDUSTRIES, INCORPORATED CASH BALANCE PLAN | CashBalance | $420K | 3 | 2025 | |
| 001 | WORKMAN INDUSTRIES, INCORPORATED 401(K) PLAN | 401k | $72K | 3 | 2025 |
Retirement plans