Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PLACEWORKS, INC.
EIN 95-2975827architecture & planningLatest filing 2025
Plans
3
Retirement
2
$28.8M assets
Welfare
1
$193K premiums
Participants
463
3 MACARTHUR PLACE, SUITE 1100 - SANTA ANA, CA 92707714-966-9220placeworks.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $28.8M assets / 330 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
95%top
- JULY BUSINESS SERVICES95%
- (Not disclosed)5%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $193K premiums / 220 covered livesCoverage 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
Carrier market share
Premium dollars by Schedule A carrier
50%top
- UNITED CONCORDIA INSURANCE COMPANY50%
- METROPOLITAN LIFE INSURANCE COMPANY41%
- VISION SERVICE PLAN9%
Broker market share
Schedule A broker compensation
78%top
- MARSH & MCLENNAN AGENCY LLC78%
- AMWINS21%
- ENROLLEASE1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PLACEWORKS 401(K) PLAN
401k
Assets$27.4M
Participants182
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PLACEWORKS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.4M
Participants148
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
PLACEWORKS, INC. HEALTH AND WELFARE PLAN
Mixed - UNITED CONCORDIA INSURANCE COMPANY
Premiums$193K
Covered lives220
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PLACEWORKS 401(K) PLAN | 401k | $27.4M | 182 | 2024 | |
| 003 | PLACEWORKS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.4M | 148 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | PLACEWORKS, INC. HEALTH AND WELFARE PLAN | Mixed | UNITED CONCORDIA INSURANCE COMPANY | $193K | 220 | 2025 |
Retirement plans
Welfare plans