Assets by plan
Share of aggregate retirement assets
67%top
Sponsor portfolio
INFOWORKS, INC.
EIN 62-1669899management consultingLatest filing 2024
Plans
3
Retirement
2
$44.5M assets
Welfare
1
$46K premiums
Participants
348
102 WOODMONT BOULEVARD, SUITE 500 - NASHVILLE, TN 37205615-369-8310infoworks-tn.comLinkedIn51-200 employeesmanagement consulting
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $44.5M assets / 257 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
67%top
- (Not disclosed)67%
- THE VANGUARD GROUP, INC.33%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $46K premiums / 91 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$46K
- Short-term disability$46K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
100%top
- PANCOAST & ASSOCIATES INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
INFOWORKS EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$29.9M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
INFOWORKS 401(K) PLAN
401k
Assets$14.7M
Participants130
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
INFOWORKS BASIC LIFE PLAN
Fully Insured - GUARDIAN LIFE INSURANCE COMPANY
Premiums$46K
Covered lives91
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | INFOWORKS EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $29.9M | 127 | 2024 | |
| 001 | INFOWORKS 401(K) PLAN | 401k | $14.7M | 130 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | INFOWORKS BASIC LIFE PLAN | Fully Insured | GUARDIAN LIFE INSURANCE COMPANY | $46K | 91 | 2024 |
Retirement plans
Welfare plans