Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans aggregated / $50.5M assets / 434 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
2 plans / $55K premiums / 166 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
ESOP
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | DESIGN WORKSHOP, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $35.1M | 281 | 2025 |
| #002 | DESIGN WORKSHOP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $15.4M | 153 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | DESIGN WORKSHOP HEALTH & WELFARE BENEFITS PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $55K | 166 | 2025 |
| #001 | DESIGN WORKSHOP, INC. 401(K) PROFIT SHARING PLAN | Self-funded | - | $0 | 0 | 2025 |