Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
DESIGN WORKSHOP, INC.
EIN 84-0819969architecture & planningLatest filing 2025
Plans
4
Retirement
2
$41.9M assets
Welfare
2
$55K premiums
Participants
856
1390 LAWRENCE STREET, SUITE 100 - DENVER, CO 80204303-623-5186designworkshop.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
4 filingsRetirement portfolio analytics
2 plans aggregated / $41.9M assets / 423 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
70%top
- JULY BUSINESS SERVICES70%
- (Not disclosed)30%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $55K premiums / 166 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$39K
- Long-term disability$39K
- Other$39K
- Vision$16K
Carrier market share
Premium dollars by Schedule A carrier
72%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY72%
- VISION SERVICE PLAN28%
Broker market share
Schedule A broker compensation
99%top
- IMA, INC.99%
- WATCHTOWER TECHNOLOGIES INC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DESIGN WORKSHOP, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$29.3M
Participants265
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DESIGN WORKSHOP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$12.7M
Participants158
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
DESIGN WORKSHOP HEALTH & WELFARE BENEFITS PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$55K
Covered lives166
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#001
DESIGN WORKSHOP, INC. 401(K) PROFIT SHARING PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DESIGN WORKSHOP, INC. 401(K) PROFIT SHARING PLAN | 401k | $29.3M | 265 | 2024 | |
| 002 | DESIGN WORKSHOP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $12.7M | 158 | 2024 |
Welfare plans2
| 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 | 2024 |
Retirement plans
Welfare plans