Toolworks DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Toolworks
  • Sponsor EIN: 942493384
  • Sponsor Address: 25 BATTERY STREET, SUITE 300, SAN FRANCISCO, CA, 94111
  • Plan Type: DC
  • Total Participants: 64
  • Total Assets: $1.7M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202464$1.7M$0$0
2023123$1.8M$111,540$0

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