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Original filing (PDF)20251009124538NAL0003917747001

COSTAFF SERVICES, LLC

Form 5500
FILING_RECEIVED
COSTAFF 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,768
Accounts w/ balance
1,428
Plan assets (EOY)
$65.6M
Net assets (EOY)
$65.5M
How this plan invests
This plan
7 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
  • 63 bps in Schedule C fees — 291% above peer band of 16 bps.
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COSTAFF SERVICES, LLC.
Plan sponsor
Name
COSTAFF SERVICES, LLC
EIN
38-3546978
Address
360 NORTH MAIN ST · SUITE 410 · ROYAL OAK, MI · 48067
Phone
(248) 671-1332
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
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)
3F · Sponsor used leased employees
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
SCHWARTZ & CO. ADVISORBLOOMFIELD HILLS, MIINVESTMENT ADVISOR$90K
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
SLAVIC INTEGRATED ADMINISTRATION65-0608221TPA$300K
Accountant / Auditor
1
NameEINLocationRelationDirect compIndirect comp
UHY LLP20-0694403AUDITOR$20K

Investments

24 direct securities · 7 pooled funds· $100.0M(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
$65.3M
24 holdings
Common Collective Trust
$34.7M
7 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
flexPATH Stable Value Collective Trust$12.4M18.8%
FLEXPATH INDEX AGG 2045
GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2503540 / PN 219
Common Collective Trust
$12.4M18.8%
flexPATH Stable Value Collective Trust$9.7M14.8%
FLEXPATH INDEX AGG 2055
GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2554270 / PN 222
Common Collective Trust
$9.7M14.8%
Fidelity 500 Index Premium Class$9.2M14.1%
flexPATH Stable Value Collective Trust$7.0M10.7%
FLEXPATH INDEX AGG 2035
GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2468898 / PN 216
Common Collective Trust
$7.0M10.7%
JP Morgan Large Cap Growth R6$5.1M7.8%
flexPATH Stable Value Collective Trust$2.6M3.9%
FLEXPATH INDEX AGG RETIREMENT
GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2238264 / PN 210
Common Collective Trust
$2.6M3.9%
Fidelity Mid Cap Index$2.3M3.6%
MFS Value Fund Class R6$2.3M3.5%
Invesco Small Cap Value R6$1.9M2.9%
Reliance Trust Stable Value Collective Trust$1.4M2.1%
RELIANCE NY LIFE ANCHOR SERIES1 CL
RELIANCE TRUST · EIN 46-6350416 / PN 001
Common Collective Trust
$1.4M2.1%
Vanguard Emerging Market$1.2M1.8%
MFS Mid Cap Value Fund CL R5$1.1M1.7%
Pimco Income Fund Institutional Fund$1.1M1.6%
BlackRock Stable Value Collective Trust$1.0M1.6%
BLACKROCK U.S. DEBT INDEX FUND CL
GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 20-3802445 / PN 010
Common Collective Trust
$1.0M1.6%
American Funds Europacific Growth$923K1.4%
Dodge & Cox Income Fund$901K1.4%
Dodge & Cox International Stock$853K1.3%
Notes receivable from participants$810K1.2%
MFS Mid Cap Growth R6$727K1.1%
Fidelity Small Cap Index$694K1.1%
flexPATH Stable Value Collective Trust$598K0.9%
FLEXPATH INDEX AGG 2065
GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7271378 / PN 759
Common Collective Trust
$598K0.9%
Fidelity International Index$562K0.9%
Brandywine Global Opportunities Bond$473K0.7%
Principal Small Cap Growth Fund$417K0.6%

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