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Original filing (PDF)20250903100158NAL0015263825001
GEE PAPA ENTERPRISES DBA TEAM WIRELESS
Form 5500
FILING_RECEIVED
TEAM WIRELESS 401(K) PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
215
Accounts w/ balance
249
Plan assets (EOY)
$6.5M
Net assets (EOY)
$6.5M
How this plan invests
This plan
11 pooled trusts
Schedule D
18 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
85
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "IndexSelect Moderate 2055 Fund" is 30% of plan.
- 64 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 GEE PAPA ENTERPRISES DBA TEAM WIRELESS.
Plan sponsor
Name
GEE PAPA ENTERPRISES DBA TEAM WIRELESS
EIN
38-3621046
Address
2220 6TH AVE N · ESCANABA, MI · 49829
Phone
(906) 786-3910
Industry
Retail Tradesee 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
2025-09-03
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
KERBERROSE SC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $18K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOFF BROTHERS, LLC | 81-4439458 | WAUSAU, WI | INVESTMENT ADVISOR | $15K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN WISCONSIN ASSOCIATES | — | WAUSAU, WI | THIRD PARTY ADMINISTRATO | $8K | — |
Investments
9 direct securities · 11 pooled funds· $6.4M(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.
Common Collective Trust
$5.9M
11 holdings
Uncategorized
$514K
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $2.0M | 30.5% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $1.6M | 25.5% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $1.0M | 15.7% | |
| INDEXSELECT MODERATE 2065 FUND CL I GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $768K | 11.9% | |
| INDEXSELECT MODERATE RETIRE CL I GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $489K | 7.6% | |
| Fidelity Large Cap Growth Index | — | — | — | $409K | 6.3% | |
| INDEXSELECT AGGRESSIVE 2065 FUND I GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $28K | 0.4% | |
| Fidelity International Index | — | — | — | $25K | 0.4% | |
| Fidelity Emerging Markets Index | — | — | — | $18K | 0.3% | |
| Fidelity 500 Index | — | — | — | $18K | 0.3% | |
| Blackrock Commodity Strategies | — | — | — | $16K | 0.2% | |
| IndexSelect Fixed Account | — | — | — | $15K | 0.2% | |
| INDEXSELECT AGGRESSIVE 2055 CL I GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $12K | 0.2% | |
| INDEXSELECT AGGRESSIVE 2035 CL I GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $10K | 0.1% | |
| Fidelity Large Cap Value Index 425 Fidelity Mid Cap Growth Index 624 Fidelity Mid Cap Index | — | — | — | $7K | 0.1% | |
| Fidelity Small Cap Value Index 838 Fidelity US Bond Index | — | — | — | $4K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2045 CL I GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $1K | <0.1% | |
| Fidelity Mid Cap Value Index 705 Fidelity Small Cap Growth Index 225 Fidelity Small Cap Index | — | — | — | $1K | <0.1% | |
| INDEXSELECT AGGRESSIVE RETIRE CL I GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $91 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% |
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