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Original filing (PDF)20250825142546NAL0013941920001
STAFFING PLUS, INC
Form 5500
FILING_RECEIVED
STAFFING PLUS 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
120
Accounts w/ balance
271
Plan assets (EOY)
$9.1M
Net assets (EOY)
$9.1M
How this plan invests
This plan
27 pooled trusts
Schedule D
28 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
87
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Investments Fidelity Advisor Equity Growth Z" is 26% of plan.
- 70 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STAFFING PLUS, INC.
Plan sponsor
Name
STAFFING PLUS, INC
EIN
36-4330853
Address
7425 JANES AVENUE · SUITE 201 · WOODRIDGE, IL · 60517
Phone
(630) 515-0665
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-25
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)
2V · PEO multiple-employer plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $26K | — |
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | INVESTMENT ADVISORY | $25K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIKICH | 36-3168081 | — | AUDITOR | $13K | — |
Investments
28 direct securities · 27 pooled funds· $9.1M(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
$9.1M
27 holdings
Mutual Funds
$19K
1 holding
Pooled Separate Account
$0
27 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Advisor Equity Growth Z | — | — | — | $2.3M | 25.6% | |
| Group Annuity Contract * Transamerica Life Insurance Company Transamerica Stable Value Core Account | — | — | — | $1.1M | 12.3% | |
| Fidelity Investments Fidelity 500 Index | — | — | — | $1.0M | 11.0% | |
| Janus Henderson Janus Henderson Enterprise N | — | — | — | $701K | 7.7% | |
| American Funds American Funds 2030 Trgt Date Retire R6 | — | — | — | $579K | 6.3% | |
| Invesco Comstock R6 | — | — | — | $373K | 4.1% | |
| American Funds American Funds 2010 Trgt Date Retire R6 | — | — | — | $370K | 4.1% | |
| American Funds American Funds 2025 Trgt Date Retire R6 | — | — | — | $364K | 4.0% | |
| American Funds American Century Small Cap Growth R6 | — | — | — | $346K | 3.8% | |
| Eaton Vance Eaton Vance Income Fund of Boston R6 | — | — | — | $345K | 3.8% | |
| American Funds American Funds EuroPacific Gr R6 | — | — | — | $335K | 3.7% | |
| Fidelity Investments Fidelity US Bond Index | — | — | — | $223K | 2.4% | |
| Fidelity Investments Fidelity Small Cap Index | — | — | — | $174K | 1.9% | |
| American Funds American Funds 2045 Trgt Date Retire R6 | — | — | — | $152K | 1.7% | |
| Blackrock Mid Cap Value K | — | — | — | $141K | 1.5% | |
| American Funds American Funds 2055 Trgt Date Retire R6 | — | — | — | $122K | 1.3% | |
| Janus Henderson Janus Henderson Balanced N | — | — | — | $112K | 1.2% | |
| Fidelity Investments Fidelity Mid Cap Index | — | — | — | $77K | 0.8% | |
| Participant loans Interest rates at 4.25% to 9.50% - | — | — | — | $63K | 0.7% | |
| American Funds American Funds 2060 Trgt Date Retire R6 | — | — | — | $56K | 0.6% | |
| American Funds American Funds 2035 Trgt Date Retire R6 | — | — | — | $43K | 0.5% | |
| PIMCO Real Return Instl | Mutual Funds | — | — | $19K | 0.2% | |
| American Funds American Funds 2040 Trgt Date Retire R6 | — | — | — | $16K | 0.2% | |
| Fidelity Investments Fidelity International Index | — | — | — | $13K | 0.1% | |
| Nuveen Real Estate Securities R6 | — | — | — | $13K | 0.1% | |
| American Funds American Funds 2050 Trgt Date Retire R6 | — | — | — | $10K | 0.1% | |
| American Funds American Funds 2065 Trgt Date Retire R6 | — | — | — | $4K | <0.1% | |
| American Funds American Funds 2015 Trgt Date Retire R6 ** 680 American Funds American Funds 2020 Trgt Date Retire R6 | — | — | — | $2K | <0.1% | |
| AMERICAN FDS EUROPACIFIC GR RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 068 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA OT 2040 AMER FD TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 693 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACKROCK MID CAP DIVIDEND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 214 | Pooled Separate Account | — | — | $0 | <0.1% | |
| COLUMBIA TOTAL RETURN BD INV OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 398 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO SMALL CAP GR INV OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 390 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JANUS HENDERSON BALANCED INV OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 394 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MORGAN STANLEY GR RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 166 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMER FDS GR FD OF AMERICA INV TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 015 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PIMCO REAL RETURN RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 473 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET RUSSELL LG CP VAL IDX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET RUSSELL SM CP VAL IDX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 046 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET S&P MD CP IDX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA MID-CAP GR RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 729 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA PTNR HIGH YIELD BD TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 434 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA PTNR STOCK IDX RT OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA OT 2010 AMER FD TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 687 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA OT 2015 AMER FD TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 688 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA OT 2020 AMER FD TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 689 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA OT 2025 AMER FD TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 690 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA OT 2030 AMER FD TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 691 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA OT 2035 AMER FD TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 692 | Pooled Separate Account | — | — | $0 | <0.1% | |
| WMC CORE EQ RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 168 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA OT 2045 AMER FD TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 694 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA OT 2050 AMER FD TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 695 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA OT 2055 AMER FD TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 696 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA OT 2060 AMER FD TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 821 | Pooled Separate Account | — | — | $0 | <0.1% | |
| NUVEEN REAL ESTATE SEC RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 075 | Pooled Separate Account | — | — | $0 | <0.1% |
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