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Original filing (PDF)20250929092606NAL0004935699001
WORKSTREAM, INC.
Form 5500
FILING_RECEIVED
HAMILTON MAVERICK 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
54
Accounts w/ balance
152
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "party date,rate of interest, collateral, par, or maturity date AB Large Cap Grw Fnd Z Registered Investment Company" is 28% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORKSTREAM, INC..
Plan sponsor
Name
WORKSTREAM, INC.
EIN
31-1276329
Address
3158 PRODUCTION DRIVE · FAIRFIELD, OH · 45014
Phone
(513) 870-4400
Industry
Manufacturingsee 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
2025-09-29
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLARK SCHAEFER HACKETT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $59K | — |
| COMMONWEALTH EQUITY SERVICES | 04-2675571 | — | SERVICE PROVIDER | $0 | — |
Investments
28 direct securities · 1 pooled fund· $18.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$9.7M
28 holdings
Pooled Separate Account
$8.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $8.5M | 88.1% | |
| party date,rate of interest, collateral, par, or maturity date AB Large Cap Grw Fnd Z Registered Investment Company | — | — | — | $2.7M | 27.7% | |
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $1.2M | 12.0% | |
| Voya Fixed Account (4450) Insurance Company General Account | — | — | — | $1.0M | 10.4% | |
| Vangrd Equity Income Fund Adm Registered Investment Company | — | — | — | $677K | 7.0% | |
| (Held at End of Year) WORKSTREAM 401(K)SAVINGS PLAN EIN#31-1276329 Plan# 001 * Voya Target Retire 2045 Fnd R6 Registered Investment Company | — | — | — | $502K | 5.2% | |
| Eaton Vance Atl Cp SMIDCp F R6 Registered Investment Company | — | — | — | $387K | 4.0% | |
| Voya Target Retire 2035 Fnd R6 Registered Investment Company | — | — | — | $374K | 3.9% | |
| American Funds Nw Prspctv R6 Registered Investment Company | — | — | — | $298K | 3.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company $216 * Voya Intermediate Bond Fund R6 Registered Investment Company | — | — | — | $294K | 3.0% | |
| Voya Target Retire 2055 Fnd R6 Registered Investment Company | — | — | — | $251K | 2.6% | |
| MFS International Grw Fund R6 Registered Investment Company | — | — | — | $217K | 2.2% | |
| Voya Target Retire 2040 Fnd R6 Registered Investment Company | — | — | — | $208K | 2.2% | |
| Voya Target Retire 2060 Fnd R6 Registered Investment Company | — | — | — | $204K | 2.1% | |
| ClrBrg SmCp Grw Fd IS Registered Investment Company | — | — | — | $202K | 2.1% | |
| Fidelity Sm Cp Ind Fd Registered Investment Company | — | — | — | $159K | 1.6% | |
| American Funds Am Balanced R6 Registered Investment Company | — | — | — | $150K | 1.5% | |
| LOAN FUND Participant Loans - Rates 4.30 % to 6.88% | — | — | — | $146K | 1.5% | |
| American Funds New World R6 Registered Investment Company | — | — | — | $134K | 1.4% | |
| Voya Target Retire 2030 Fnd R6 Registered Investment Company | — | — | — | $105K | 1.1% | |
| Voya Target Retire 2050 Fnd R6 Registered Investment Company | — | — | — | $103K | 1.1% | |
| Voya Target Retire 2025 Fnd R6 Registered Investment Company | — | — | — | $81K | 0.8% | |
| Voya Tgt In-Retirement Fund R6 Registered Investment Company | — | — | — | $69K | 0.7% | |
| AmCen Mid Cap Value Fund R6 Registered Investment Company | — | — | — | $63K | 0.7% | |
| Voya Target Retire 2065 Fnd R6 Registered Investment Company | — | — | — | $54K | 0.6% | |
| Fidelity Mid Cap Idx Fd Registered Investment Company | — | — | — | $46K | 0.5% | |
| Thornburg Lmtd Trm Inc Fd R6 Registered Investment Company | — | — | — | $39K | 0.4% | |
| PIMCO Income Fund Ins Registered Investment Company | — | — | — | $35K | 0.4% | |
| DFA Real Estate Secs Port Ins Registered Investment Company | — | — | — | $33K | 0.3% |
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