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Original filing (PDF)20250903142844NAL0026070240001
STAFFMARK GROUP, LLC
Form 5500
FILING_RECEIVED
STAFFMARK GROUP, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
1,933
Accounts w/ balance
5,259
Plan assets (EOY)
$144.1M
Net assets (EOY)
$144.1M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 31 bps in Schedule C fees — 212% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STAFFMARK GROUP, LLC.
Plan sponsor
Name
STAFFMARK GROUP, LLC
EIN
06-1553489
Address
191 ROSA PARKS STREET, FLOOR 10 · CINCINNATI, OH · 45202
Phone
(513) 852-4718
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-09-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $208K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $91K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BKD LLP | — | SPRINGFIELD, MO | AUDITOR | $75K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $44K | — |
| WEISER LLP | — | WOODBURY, NY | OTHER | $28K | — |
| THE HOWARD E NYHART CO INC | — | INDIANAPOLIS, IN | OTHER | $5K | — |
Investments
28 direct securities · 1 pooled fund· $143.2M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$134.4M
28 holdings
Common Collective Trust
$8.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Contrafund Mutual Fund | — | — | — | $28.7M | 19.9% | |
| Schwab S&P 500 Index Mutual Fund | — | — | — | $17.8M | 12.4% | |
| JP Morgan Value Advantage R6 Mutual Fund | — | — | — | $9.9M | 6.9% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $8.9M | 6.2% | |
| PGIM Total Return Bond Z Mutual Fund | — | — | — | $6.9M | 4.8% | |
| American Funds 2030 Target Date Retire R6 Mutual Fund | — | — | — | $6.7M | 4.6% | |
| Empower T. Rowe Price Mid Cap Gr R6 Mutual Fund | — | — | — | $6.1M | 4.2% | |
| American Funds EuroPacific GR R6 Mutual Fund | — | — | — | $6.0M | 4.2% | |
| American Funds 2040 Target Date Retire R6 Mutual Fund | — | — | — | $5.9M | 4.1% | |
| American Funds Capital World Growth and Income RMutual Fund | — | — | — | $5.4M | 3.8% | |
| MFS Total Return R3 Mutual Fund | — | — | — | $4.6M | 3.2% | |
| American Funds 2035 Target Date Retire R6 Mutual Fund | — | — | — | $4.0M | 2.8% | |
| American Funds 2050 Target Date Retire R6 Mutual Fund | — | — | — | $3.2M | 2.2% | |
| Janus Henderson Venture I Mutual Fund | — | — | — | $3.2M | 2.2% | |
| AllSpring Special Mid Cap Value Fund Mutual Fund | — | — | — | $3.0M | 2.1% | |
| Vanguard Extended Market Index Mutual Fund | — | — | — | $3.0M | 2.1% | |
| American Funds 2020 Target Data Retire R6 Mutual Fund | — | — | — | $2.6M | 1.8% | |
| American Funds 2055 Target Date Retire R6 Mutual Fund | — | — | — | $2.5M | 1.7% | |
| American Funds 2025 Target Date Retire R6 Mutual Fund | — | — | — | $2.3M | 1.6% | |
| American Funds 2045 Target Date Retire R6 Mutual Fund | — | — | — | $2.2M | 1.6% | |
| Franklin Small Cap Value R6 Mutual Fund | — | — | — | $2.2M | 1.5% | |
| Pimco Income Instl Mutual Fund | — | — | — | $1.7M | 1.2% | |
| Vanguard Small Cap Index Admiral Mutual Fund | — | — | — | $1.7M | 1.1% | |
| Participant Loans * Plan Participants Interest Rates from 4.25% to 9.50% - | — | — | — | $1.5M | 1.0% | |
| Invesco Developing Markets Y Mutual Fund | — | — | — | $972K | 0.7% | |
| American Funds 2060 Target Date Retire R6 Mutual Fund | — | — | — | $952K | 0.7% | |
| PGIM Global Return R6 Mutual Fund | — | — | — | $664K | 0.5% | |
| American Funds 2015 Target Date Retire R6 Mutual Fund | — | — | — | $615K | 0.4% | |
| American Funds 2060 Target Date Retire R6 Mutual Fund | — | — | — | $99K | <0.1% |