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Original filing (PDF)20250827050838NAL0004850947001
OUTSOURCED ASSOCIATES & STAFFING
Form 5500
FILING_RECEIVED
OUTSOURCED ASSOCIATES & STAFFING 401K PLAN
401(k) retirement plan
Signals · 1
~108 bps in Sched C fees
Active participants
247
Accounts w/ balance
254
Plan assets (EOY)
$12.9M
Net assets (EOY)
$12.9M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 108 bps in Schedule C fees — 272% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OUTSOURCED ASSOCIATES & STAFFING.
Plan sponsor
Name
OUTSOURCED ASSOCIATES & STAFFING
EIN
45-4880429
Address
210 N 2100 W · SALT LAKE CITY, UT · 84116
Phone
(602) 558-4223
Industry
Professional & Technical Servicessee 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
2025-08-27
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARVER FLOREK & JAMES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADAMS WEALTH MANAGEMENT | 82-2288339 | — | INVESTMENT/FINANCIAL ADVI | $106K | — |
| BCJ CAPITAL MANAGEMENT LLC | 82-3738447 | — | INVESTMENT/FINANCIAL ADVI | $27K | — |
Investments
27 direct securities· $12.6M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $2.2M | 16.9% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.0M | 15.7% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $1.7M | 13.2% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $1.1M | 8.8% | |
| NUVEEN LC GROWTH INDEX R6 | Registered Investment Companies | — | — | $872K | 6.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $856K | 6.7% | |
| NUVEEN INT EQ INDEX R6 | Registered Investment Companies | — | — | $655K | 5.1% | |
| NUVEEN LC INDEX 2015 R6 438 REGISTERED INVESTMENT COMPANY FID LARGE CAP VALUE INDEX | Registered Investment Companies | — | — | $466K | 3.6% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $433K | 3.4% | |
| VAN CASH RES FED MON MKT ADMRL | Registered Investment Companies | — | — | $419K | 3.3% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $365K | 2.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $351K | 2.7% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $305K | 2.4% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $235K | 1.8% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $227K | 1.8% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $190K | 1.5% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $66K | 0.5% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $40K | 0.3% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $18K | 0.1% | |
| THORNBURG INV INC BLDR R6 | Registered Investment Companies | — | — | $18K | 0.1% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $14K | 0.1% | |
| NUVEEN LC INDEX 2065 R6 | Registered Investment Companies | — | — | $7K | <0.1% | |
| BLACKROCK INFL PROTECT BOND K | Registered Investment Companies | — | — | $4K | <0.1% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $3K | <0.1% | |
| NUVEEN LC INDEX 2010 R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $2K | <0.1% |