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Original filing (PDF)20251015100558NAL0002213475001
TEAM SERVICES, LLC
Form 5500
FILING_RECEIVED
TEAM SERVICES, LLC 401(K) P/S PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
107
Accounts w/ balance
129
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
How this plan invests
This plan
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEAM SERVICES, LLC.
Plan sponsor
Name
TEAM SERVICES, LLC
EIN
26-0706474
Address
16312 JEFFERSON HIGHWAY · BATON ROUGE, LA · 70817
Phone
(225) 771-8915
Industry
Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HANNIS T. BOURGEOIS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALIC | 74-1625348 | — | NONE | $0 | — |
Investments
41 direct securities· $3.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VALIC Fixed Account Plus | — | — | — | $514K | 13.3% | |
| Vanguard Windsor II | — | — | — | $424K | 10.9% | |
| VALIC International Equities Index Fund | — | — | — | $367K | 9.5% | |
| VALIC Stock Index Fund | — | — | — | $360K | 9.3% | |
| Notes Receivable from Participants | — | — | — | $249K | 6.4% | |
| VALIC Emerging Economies | — | — | — | $228K | 5.9% | |
| VALIC Mid Cap Index Fund | — | — | — | $224K | 5.8% | |
| VALIC International Opportunities | — | — | — | $194K | 5.0% | |
| VALIC Socially Responsible Fund | — | — | — | $192K | 4.9% | |
| VALIC Mid Cap Strategic Growth | — | — | — | $160K | 4.1% | |
| VALIC Government Money Market | — | — | — | $106K | 2.7% | |
| VALIC Mid Cap Value Fund | — | — | — | $106K | 2.7% | |
| VALIC Small Cap Index Fund | — | — | — | $85K | 2.2% | |
| VALIC Global Real Estate Fund | — | — | — | $81K | 2.1% | |
| VCI Capital Appreciation | — | — | — | $75K | 1.9% | |
| VALIC International Socially Responsible Fund | — | — | — | $74K | 1.9% | |
| VALIC Core Bond Fund | — | — | — | $64K | 1.6% | |
| VALIC International Value Fund | — | — | — | $60K | 1.6% | |
| VALIC Invesco Bal Risk Commod Str R5 | — | — | — | $57K | 1.5% | |
| VALIC Large Cap Growth Fund | — | — | — | $50K | 1.3% | |
| VALIC Short Term Fixed Account | — | — | — | $44K | 1.1% | |
| VALIC Nasdaq-100(R) Index Fund | — | — | — | $30K | 0.8% | |
| VALIC Inflation Protected Fund | — | — | — | $30K | 0.8% | |
| VALIC Science & Technology Fund | — | — | — | $22K | 0.6% | |
| VALIC High Yield Bond Fund | — | — | — | $21K | 0.5% | |
| VALIC Moderate Growth Lifestyle | — | — | — | $19K | 0.5% | |
| Vanguard Wellington Fund | — | — | — | $12K | 0.3% | |
| VALIC Growth Fund | — | — | — | $5K | 0.1% | |
| VALIC Small Cap Growth Fund | — | — | — | $4K | 0.1% | |
| VALIC Systematic Value | — | — | — | $4K | 0.1% | |
| Vanguard Lifestrategy Growth | — | — | — | $3K | <0.1% | |
| VALIC International Growth Fund | — | — | — | $2K | <0.1% | |
| VALIC Dividend Value | — | — | — | $2K | <0.1% | |
| VALIC Small Cap Value Fund | — | — | — | $2K | <0.1% | |
| VALIC Systematic Growth Fund | — | — | — | $2K | <0.1% | |
| VALIC Aggressive Growth Lifestyle | — | — | — | $395 | <0.1% | |
| VALIC Asset Allocation Fund | — | — | — | $235 | <0.1% | |
| VALIC International Government Bond Fund | — | — | — | $203 | <0.1% | |
| VALIC Government Securities Fund | — | — | — | $113 | <0.1% | |
| VALIC Ariel Fund | — | — | — | $43 | <0.1% | |
| VALIC Systematic Core Fund | — | — | — | $3 | <0.1% |
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