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  2. Design Workshop, Inc.
  • Retirement analytics
  • Benefits analytics
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Filings through Oct 24, 2026.

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Design Workshop, Inc.

EIN 84-0819969-architecture & planning-Latest filing 2025
Plans
4
Retirement
2
$50.5M assets
Health & Benefits
2
$55K premiums
Participants
883
1390 LAWRENCE STREET, SUITE 100 - DENVER, CO 80204720-907-9354designworkshop.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
4 filings
#001401(k)-$35.1M - 281 part#002ESOP-$15.4M - 153 part#504Mixed-$55K - 166 lives#001Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Retirement portfolio analytics

2 plans aggregated / $50.5M assets / 434 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#001)$35.1M
  • EMPLOYEE STOCK OWNERSHIP (#002)$15.4M
Total $50.5MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • JULY BUSINESS SERVICES$35.1M
  • (Not disclosed)$15.4M
Total $50.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)281
  • EMPLOYEE STOCK OWNERSHIP (#002)153
Total 434Select a row to open it

Benefits portfolio analytics

2 plans / $55K premiums / 166 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$39K
  • Long-term disability$39K
  • Other$39K
  • Vision$16K
Total $55K4 rows
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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#001

DESIGN WORKSHOP, INC. 401(K) PROFIT SHARING PLAN

401(k)

Assets$35.1M
Participants281
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

DESIGN WORKSHOP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$15.4M
Participants153
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504

DESIGN WORKSHOP HEALTH & WELFARE BENEFITS PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$55K
Covered lives166
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#001

DESIGN WORKSHOP, INC. 401(K) PROFIT SHARING PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001DESIGN WORKSHOP, INC. 401(K) PROFIT SHARING PLAN401(k)$35.1M2812025
#002DESIGN WORKSHOP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$15.4M1532025
  • DESIGN WORKSHOP, INC. 401(K) PROFIT SHARING PLAN$35.1M
    #001 · 401(k) · 2025281
  • DESIGN WORKSHOP, INC. EMPLOYEE STOCK OWNERSHIP PLAN$15.4M
    #002 · ESOP · 2025153

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#504DESIGN WORKSHOP HEALTH & WELFARE BENEFITS PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$55K1662025
#001DESIGN WORKSHOP, INC. 401(K) PROFIT SHARING PLANSelf-funded-$002025
  • DESIGN WORKSHOP HEALTH & WELFARE BENEFITS PLAN$55K
    #504 · Mixed · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2025166
  • DESIGN WORKSHOP, INC. 401(K) PROFIT SHARING PLAN$0
    #001 · Self-funded · 20250
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
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  4. Retirement plans
  5. Health & Benefits plans
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