LISA Grzywa signed Staffing Plus, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Staffing Plus, Inc.'s EIN is 36-4330853.
Download the official 2024 Form 5500 (PDF) for Staffing Plus, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Staffing Plus, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| 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 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Advisor Equity Growth Z | Mutual Funds | — | — | $2.3M | 25.6% | |
| Group Annuity Contract * Transamerica Life Insurance Company Transamerica Stable Value Core Account | Stable Value | — | — | $1.1M | 12.3% | |
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $1.0M | 11.0% | |
| Janus Henderson Janus Henderson Enterprise N | Mutual Funds | — | — | $701K | 7.7% | |
| American Funds American Funds 2030 Trgt Date Retire R6 | Mutual Funds | — | — | $579K | 6.3% | |
| Invesco Comstock R6 | Mutual Funds | — | — | $373K | 4.1% | |
| American Funds American Funds 2010 Trgt Date Retire R6 | Mutual Funds | — | — | $370K | 4.1% | |
| American Funds American Funds 2025 Trgt Date Retire R6 | Mutual Funds | — | — | $364K | 4.0% | |
| American Funds American Century Small Cap Growth R6 | Mutual Funds | — | — | $346K | 3.8% | |
| Eaton Vance Eaton Vance Income Fund of Boston R6 | Other securities | — | — | $345K | 3.8% | |
| American Funds American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $335K | 3.7% | |
| Fidelity Investments Fidelity US Bond Index | Mutual Funds | — | — | $223K | 2.4% | |
| Fidelity Investments Fidelity Small Cap Index | Mutual Funds | — | — | $174K | 1.9% | |
| American Funds American Funds 2045 Trgt Date Retire R6 | Mutual Funds | — | — | $152K | 1.7% | |
| Blackrock Mid Cap Value K | Other securities | — | — | $141K | 1.5% | |
| American Funds American Funds 2055 Trgt Date Retire R6 | Mutual Funds | — | — | $122K | 1.3% | |
| Janus Henderson Janus Henderson Balanced N | Mutual Funds | — | — | $112K | 1.2% | |
| Fidelity Investments Fidelity Mid Cap Index | Mutual Funds | — | — | $77K | 0.8% | |
| Participant loans Interest rates at 4.25% to 9.50% - | Bonds / Notes | — | — | $63K | 0.7% | |
| American Funds American Funds 2060 Trgt Date Retire R6 | Mutual Funds | — | — | $56K | 0.6% | |
| American Funds American Funds 2035 Trgt Date Retire R6 | Mutual Funds | — | — | $43K | 0.5% | |
| PIMCO Real Return Instl | Mutual Funds | — | — | $19K | 0.2% | |
| American Funds American Funds 2040 Trgt Date Retire R6 | Mutual Funds | — | — | $16K | 0.2% | |
| Fidelity Investments Fidelity International Index | Mutual Funds | — | — | $13K | 0.1% | |
| Nuveen Real Estate Securities R6 | Mutual Funds | — | — | $13K | 0.1% | |
| American Funds American Funds 2050 Trgt Date Retire R6 | Mutual Funds | — | — | $10K | 0.1% | |
| American Funds American Funds 2065 Trgt Date Retire R6 | Mutual Funds | — | — | $4K | <0.1% | |
| American Funds American Funds 2015 Trgt Date Retire R6 ** 680 American Funds American Funds 2020 Trgt Date Retire R6 | Mutual Funds | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-2638166 |
| — |
| INVESTMENT ADVISORY |
| $25K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIKICH | 36-3168081 | — | AUDITOR | $13K | — |
