Workplace Options, Llc 401(k) Plan: Login, Facts & Contact Information

Workplace Options, Llc 401(k) Plan Facts

Plan name
WORKPLACE OPTIONS, LLC RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WORKPLACE OPTIONS, LLC
Participants
585 (391 active employees)
Former employees with a balance
224
Plan assets
$20,766,715 at Dec 31, 2024
Average account balance
$35,743 across 581 accounts
Employer contributions
$822,996 in plan year 2024 (33% of all contributions)
Recordkeeper
Ascensus Llc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2011
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed May 8, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.48 million went into the plan in contributions, $822,996 of it from the employer (33%).
  • $2.99 million was paid out to participants.
  • Investment and other income added $2.42 million.
  • Administrative expenses were $85,473, about $147 per account.

How the Workplace Options, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019658$13.2 million$355,883$1.07 million
2020514$15.0 million$384,973$1.49 million
2021530$16.7 million$740,725$1.14 million
2022547$14.2 million$771,054$1.74 million
2023527$18.4 million$941,111$1.14 million
2024585$20.8 million$822,996$2.99 million

Workplace Options, Llc 401(k) Contact Information

Phone
919-834-6506
Mailing address
3020 HIGHWOODS BOULEVARD, RALEIGH NC 27604
Plan sponsor
WORKPLACE OPTIONS, LLC
Employer identification number (EIN)
20-2699271
Plan number
002

Questions about the Workplace Options, Llc 401(k)

Does Workplace Options, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $822,996, 33% of all contributions.

Does the Workplace Options, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Workplace Options, Llc 401(k) plan?

585 participants at the start of plan year 2024, 391 of them active employees, and 224 former employees who still had money in the plan.

What is the average 401(k) balance at Workplace Options, Llc?

About $35,743 per account: $20.8 million in plan assets across 581 accounts with a balance at the end of plan year 2024.

Who manages the Workplace Options, Llc 401(k) accounts?

Ascensus (listed on the filing as ASCENSUS LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Workplace Options, Llc. How do I access my 401(k)?

Your account stays with Ascensus after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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