Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$1.7M
Filings through .
Top hat
Toolworks, Inc.
EIN 94-2493384non-profit organization managementLatest filing 2025
Plans
4
Retirement
3
$5.0M assets
Health & Benefits
1
$2.1M premiums
Participants
961
25 KEARNY STREET, SUITE 400 - SAN FRANCISCO, CA 94108415-733-0990toolworks.orgLinkedIn201-500 employeesnon-profit organization management
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $5.0M assets / 794 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.1M premiums / 167 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Prescription drug$2.1M
- Other$2.1M
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- Top carriers and their premium share
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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
TOOLWORKS, INC. 401(K) PLAN
401(k)
Assets$2.8M
Participants403
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
THE TOOLWORKS, INC. MONEY PURCHASE PLAN & TRUST
Money purchase
Assets$1.7M
Participants387
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
TOOLWORKS, INC. 403(B) PLAN
Profit-sharing
Assets$511K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
TOOLWORKS, INC. WELFARE BENEFITS PLAN
Fully insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$2.1M
Covered lives167
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | TOOLWORKS, INC. 401(K) PLAN | 401(k) | $2.8M | 403 | 2024 |
| #001 | THE TOOLWORKS, INC. MONEY PURCHASE PLAN & TRUST | Money purchase | $1.7M | 387 | 2025 |
| #004 | TOOLWORKS, INC. 403(B) PLAN | Profit-sharing | $511K | 4 | 2025 |
- #002 · 401(k) · 2024403
- #001 · Money purchase · 2025387
- #004 · Profit-sharing · 20254
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | TOOLWORKS, INC. WELFARE BENEFITS PLAN | Fully insured | KAISER FOUNDATION HEALTH PLAN, INC. | $2.1M | 167 | 2025 |
- #501 · Fully insured · KAISER FOUNDATION HEALTH PLAN, INC. · 2025167
Retirement plans
Health & Benefits plans