Assets by plan
Share of aggregate retirement assets
- PLACEWORKS 401(K) (#002)$31.6M
Filings through .
Placeworks, Inc.
EIN 95-2975827architecture & planningLatest filing 2025
Plans
3
Retirement
2
$36.0M assets
Health & Benefits
1
$193K premiums
Participants
471
3 MACARTHUR PLACE, SUITE 1100 - SANTA ANA, CA 92707714-966-9220placeworks.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $36.0M assets / 338 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- JULY BUSINESS SERVICES$31.6M
- (Not disclosed)$4.3M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $193K premiums / 220 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$96K
- Life$79K
- Short-term disability$79K
- Long-term disability$79K
- Other$79K
- Vision$18K
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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
PLACEWORKS 401(K) PLAN
401(k)
Assets$31.6M
Participants182
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
PLACEWORKS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$4.3M
Participants156
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
PLACEWORKS, INC. HEALTH AND WELFARE PLAN
Mixed - UNITED CONCORDIA INSURANCE COMPANY
Premiums$193K
Covered lives220
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | PLACEWORKS 401(K) PLAN | 401(k) | $31.6M | 182 | 2025 |
| #003 | PLACEWORKS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $4.3M | 156 | 2025 |
- PLACEWORKS 401(K) PLAN$31.6M#002 · 401(k) · 2025182
- #003 · ESOP · 2025156
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | PLACEWORKS, INC. HEALTH AND WELFARE PLAN | Mixed | UNITED CONCORDIA INSURANCE COMPANY | $193K | 220 | 2025 |
- #503 · Mixed · UNITED CONCORDIA INSURANCE COMPANY · 2025220
Retirement plans
Health & Benefits plans