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Original filing (PDF)20251008135708NAL0003060787001
CELL STAFF LLC
Form 5500
FILING_RECEIVED
CELL STAFF LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
~84 bps in Sched C fees
Active participants
226
Accounts w/ balance
274
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
How this plan invests
This plan
29 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
- 84 bps in Schedule C fees — 62% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CELL STAFF LLC.
Plan sponsor
Name
CELL STAFF LLC
EIN
46-4652038
Address
1715 N WESTSHORE BLVD 525 · TAMPA, FL · 33607
Phone
(855) 505-0999
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
ERISA FIDUCIARY SERVICES, INC.
EIN
47-1637791
City
HAUPPAUGE, NY
Phone
(631) 249-0500
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
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
WARREN AVERETT LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $32K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EXCEL WEALTH MANAGEMENT, LLC | 81-2780637 | MANCHESTER, CT | ADVISOR | $11K | — |
Investments
29 direct securities· $5.0M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2060 Target Date Retirement R6 " | — | — | — | $966K | 19.0% | |
| American Funds 2050 Target Date Retirement R6 " | — | — | — | $712K | 14.0% | |
| American Funds 2055 Target Date Retirement R6 " | — | — | — | $599K | 11.8% | |
| American Funds 2040 Target Date Retirement R6 " | — | — | — | $422K | 8.3% | |
| American Funds New Persective Fund Class R6 Mutual Fund | — | — | — | $403K | 8.0% | |
| Fidelity Advisor Growth Opportunities Fund Class Z " | — | — | — | $347K | 6.8% | |
| American Funds 2030 Target Date Retirement R6 " | — | — | — | $271K | 5.3% | |
| iShares S&P 500 Index Fund Class K " | — | — | — | $228K | 4.5% | |
| American Funds 2035 Target Date Retirement R6 " | — | — | — | $211K | 4.2% | |
| American Funds 2045 Target Date Retirement R6 " | — | — | — | $176K | 3.5% | |
| American Funds 2025 Target Date Retirement R6 " | — | — | — | $122K | 2.4% | |
| Vanguard Info Technology Index Fund Adm " | — | — | — | $103K | 2.0% | |
| Metropolitan West Total Return Bond Fund Class I " | — | — | — | $85K | 1.7% | |
| Vanguard Federal Money Market Fund Investor Shares Money Market | — | — | — | $42K | 0.8% | |
| Vanguard Health Care Index Fund " | — | — | — | $40K | 0.8% | |
| Fidelity Select Energy Portfolio " 892 Fidelity Puritan Trust - Advisor Balanced Fund " | — | — | — | $40K | 0.8% | |
| Vanguard Developed Markets Index Fund " 514 American Funds 2020 Target Date Retirement R6 " | — | — | — | $33K | 0.6% | |
| Vanguard Small Cap Index Fund " | — | — | — | $31K | 0.6% | |
| American Funds 2065 Target Date Retirement R6 " | — | — | — | $28K | 0.6% | |
| Lord Abbett Fundamental Equity Fund R6 " | — | — | — | $23K | 0.4% | |
| Vanguard Mid Cap Index Fund " | — | — | — | $21K | 0.4% | |
| Vanguard Equity Income Fund " | — | — | — | $16K | 0.3% | |
| Vanguard Mid-Cap Growth Index Fund " | — | — | — | $15K | 0.3% | |
| Vanguard Intermediate-Term Bond Index Fund " | — | — | — | $9K | 0.2% | |
| Vanguard Intermediate-Term Treasury Fund Admiral Shs " | — | — | — | $7K | 0.1% | |
| Vanguard International Growth Fund " | — | — | — | $5K | <0.1% | |
| Vanguard Real Estate Index Fund " | — | — | — | $4K | <0.1% | |
| Vanguard Wellesley Income Fund Admiral Shares " | — | — | — | $4K | <0.1% | |
| Vanguard Inflation-Protected Securities Fund " | — | — | — | $3K | <0.1% |
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