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Original filing (PDF)20260115164602NAL0019150163001
WISESTAFF LLC
Form 5500
FILING_RECEIVED
ALLIN 401(K) PLAN
401(k) retirement plan
Signals · 3
Late filing · 2.0 mo38% in single holding~152 bps in Sched C fees
Active participants
80
Accounts w/ balance
214
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
How this plan invests
This plan
1 pooled trust
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
92
Concentration risk
81
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.0 months past the 10.5-month grace window.
- Top holding "Lincoln YourPath Passive 2035 Mod" is 38% of plan.
- 152 bps in Schedule C fees — 193% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WISESTAFF LLC.
Plan sponsor
Name
WISESTAFF LLC
EIN
20-0049637
Address
10101 SOUTHWEST FREEWAY STE 400 · HOUSTON, TX · 77074
Phone
(877) 994-9473
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-01-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RILEY AND COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $15K | — |
| LIFESTYLE ASSET MANAGEMENT INC | — | FRIENDSWOOD, TX | SERVICE PROVIDER | $7K | — |
Investments
19 direct securities · 1 pooled fund· $2.9M(100% 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
$1.5M
19 holdings
Pooled Separate Account
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $1.4M | 98.2% | |
| Lincoln YourPath Passive 2035 Mod | — | — | — | $563K | 38.4% | |
| Lincoln YourPath Passive 2050 Mod | — | — | — | $336K | 22.9% | |
| Lincoln YourPath Passive 2040 Mod | — | — | — | $105K | 7.2% | |
| Lincoln YourPath Passive 2060 Mod | — | — | — | $90K | 6.1% | |
| Lincoln YourPath Passive 2045 Mod | — | — | — | $83K | 5.7% | |
| Lincoln YourPath Passive 2055 Mod | — | — | — | $75K | 5.1% | |
| Lincoln YourPath Passive 2020 Mod | — | — | — | $53K | 3.6% | |
| Vanguard Growth Index Adm | — | — | — | $32K | 2.2% | |
| Vanguard 500 Index | — | — | — | $29K | 2.0% | |
| Lincoln YourPath Passive 2030 Mod | — | — | — | $27K | 1.9% | |
| Lincoln YourPath Passive 2025 Mod | — | — | — | $18K | 1.3% | |
| Participant Loans Interest Rate on Loans is 7.50% to 10.50% 0 | — | — | — | $16K | 1.1% | |
| Lincoln YourPath Passive 2065 Mod | — | — | — | $11K | 0.8% | |
| Lincoln YourPath Passive 2015 Mod | — | — | — | $11K | 0.7% | |
| Identity Description of Investment Cost Current Value JPMorgan US Equity | — | — | — | $8K | 0.5% | |
| Vanguard VG LifeStrat Grw | — | — | — | $5K | 0.3% | |
| Lincoln Guaranteed Stable Val | — | — | — | $4K | 0.2% | |
| Vanguard VG Dev Markets Idx Admrl | — | — | — | $2K | 0.2% | |
| Receivables Contributions Receivable - Participants 0 | — | — | — | $1K | <0.1% |