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Sponsor portfolio

AEWORKMAN, INC.

EIN 88-0683865-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$375K assets
Welfare
0
Participants
14
3585 N. UNIVERSITY AVE, SUITE 300 - PROVO, UT 84604808-782-7409
Plans on this EIN
2 filings
#001ProfitSharing-$306K - 1 part#002401k-$69K - 13 part

Retirement portfolio analytics

2 plans aggregated / $375K assets / 14 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • INC. RETIREMENT PLAN (#001)82%
  • / ELLIE 401(K) (#002)18%
Total $375KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • / ELLIE 401(K) (#002)13
  • INC. RETIREMENT PLAN (#001)1
Total 14Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AEWORKMAN, INC. RETIREMENT PLAN

ProfitSharing

Assets$306K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

AEWORKMAN / ELLIE 401(K) PLAN

401k

Assets$69K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001AEWORKMAN, INC. RETIREMENT PLANProfitSharing$306K12025
002AEWORKMAN / ELLIE 401(K) PLAN401k$69K132024
Retirement plans
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