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Original filing (PDF)20251014180323NAL0001735427001
TEAM ONE CONTRACT SERVICES
Form 5500
FILING_RECEIVED
TEAM ONE CONTRACT SERVICES 401(K) PLAN
401(k) retirement plan
Active participants
1,017
Accounts w/ balance
258
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
80
Vendor stack
100
Participation health
65
Knocking points off
- 67 bps in Schedule C fees — modestly above peer band of 52 bps.
- Only 25% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEAM ONE CONTRACT SERVICES.
Plan sponsor
Name
TEAM ONE CONTRACT SERVICES
EIN
20-0059104
Address
960 NORTHPOINT PKWY · SUITE 300 · ALPHARETTA, GA · 30005
Phone
(770) 232-9902
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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RESJ
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $34K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $19K | — |
| RAYMOND JAMES & ASSOCIATES INC | 59-1237041 | — | ADVISOR | $0 | — |
Investments
29 direct securities· $7.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FDM IDX 2035 IPR Registered investment company - | — | — | — | $1.4M | 18.3% | |
| FID FDM IDX 2040 IPR Registered investment company - | — | — | — | $955K | 12.1% | |
| FID FDM IDX 2030 IPR Registered investment company - | — | — | — | $916K | 11.6% | |
| FID 500 INDEX Registered investment company - | — | — | — | $851K | 10.8% | |
| FID FDM IDX 2025 IPR Registered investment company - | — | — | — | $484K | 6.2% | |
| FID FDM IDX 2050 IPR Registered investment company - | — | — | — | $446K | 5.7% | |
| FID FDM IDX 2055 IPR Registered investment company - | — | — | — | $412K | 5.2% | |
| FID FDM IDX 2045 IPR Registered investment company - | — | — | — | $295K | 3.8% | |
| FID FDM IDX 2020 IPR Registered investment company - | — | — | — | $233K | 3.0% | |
| AM CENT SM CAP GR R6 Registered investment company - 518 MGL MD CP GRTH R6 Registered investment company - 494 HTFD S INTL STK SDR Registered investment company - 353 * Notes receivable from participants Note rates at 3.25% to 8.50% - | — | — | — | $229K | 2.9% | |
| COL SEL LG CP VAL I3 Registered investment company - | — | — | — | $203K | 2.6% | |
| MFS INTL DIVRSN R6 Registered investment company - | — | — | — | $191K | 2.4% | |
| FID SM CAP IDX Registered investment company - | — | — | — | $175K | 2.2% | |
| FID FDM IDX 2015 IPR Registered investment company - | — | — | — | $146K | 1.9% | |
| AF NEW WORLD R6 Registered investment company - | — | — | — | $125K | 1.6% | |
| FID FDM IDX 2060 IPR Registered investment company - | — | — | — | $121K | 1.5% | |
| AF BOND FD AMER R6 Registered investment company - | — | — | — | $109K | 1.4% | |
| BLKRK HIGH YLD BD K Registered investment company - | — | — | — | $107K | 1.4% | |
| FID FDM IDX 2065 IPR Registered investment company - | — | — | — | $100K | 1.3% | |
| FID MID CAP IDX Registered investment company - | — | — | — | $92K | 1.2% | |
| INVS GOLD SPL MIN R6 Registered investment company - | — | — | — | $86K | 1.1% | |
| FID TREAS MM DM CL Interest-bearing cash - | — | — | — | $53K | 0.7% | |
| FID FDM IDX 2010 IPR Registered investment company - | — | — | — | $41K | 0.5% | |
| C&S REAL ESTATE Z Registered investment company - | — | — | — | $30K | 0.4% | |
| BNYM WW GROWTH I Registered investment company - | — | — | — | $10K | 0.1% | |
| COL BALANCED I3 Registered investment company - | — | — | — | $4K | <0.1% | |
| MFS MID CAP VALUE R6 Registered investment company - | — | — | — | $3K | <0.1% | |
| UM BEHAVIORAL VAL R6 Registered investment company - | — | — | — | $3K | <0.1% | |
| FID FDM IDX INC IPR Registered investment company - | — | — | — | $3K | <0.1% |