Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$21.6M
- INFOWORKS 401(K) (#001)$15.6M
Filings through .
Infoworks, Inc.
EIN 62-1669899management consultingLatest filing 2025
Plans
3
Retirement
2
$37.1M assets
Health & Benefits
1
$46K premiums
Participants
344
102 WOODMONT BOULEVARD, SUITE 500 - NASHVILLE, TN 37205615-369-8310infoworks-tn.comLinkedIn51-200 employeesmanagement consulting
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $37.1M assets / 253 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$21.6M
- THE VANGUARD GROUP, INC.$15.6M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $46K premiums / 91 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$46K
- Short-term disability$46K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
INFOWORKS EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$21.6M
Participants132
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
INFOWORKS 401(K) PLAN
401(k)
Assets$15.6M
Participants121
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
INFOWORKS BASIC LIFE PLAN
Fully insured - GUARDIAN LIFE INSURANCE COMPANY
Premiums$46K
Covered lives91
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | INFOWORKS EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $21.6M | 132 | 2025 |
| #001 | INFOWORKS 401(K) PLAN | 401(k) | $15.6M | 121 | 2025 |
- #002 · ESOP · 2025132
- INFOWORKS 401(K) PLAN$15.6M#001 · 401(k) · 2025121
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | INFOWORKS BASIC LIFE PLAN | Fully insured | GUARDIAN LIFE INSURANCE COMPANY | $46K | 91 | 2024 |
- #501 · Fully insured · GUARDIAN LIFE INSURANCE COMPANY · 202491
Retirement plans
Health & Benefits plans