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Original filing (PDF)20250731130859NAL0003085507001
AMERITEAM SERVICES, LLC
Form 5500
FILING_RECEIVED
TEAMHEALTH 401(K) PLAN
401(k) retirement plan
Signals · 3
31% in single holdingNo recordkeeper disclosed25 service providers
Active participants
18,577
Accounts w/ balance
18,360
Plan assets (EOY)
$1.8B
Net assets (EOY)
$1.8B
How this plan invests
This plan
9 pooled trusts
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "NT S&P 500 INDEX T5 Common/Collective Trust" is 31% of plan.
- 15 bps in Schedule C fees — 201% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERITEAM SERVICES, LLC.
Plan sponsor
Name
AMERITEAM SERVICES, LLC
EIN
47-2129748
Address
265 BROOKVIEW CENTRE WAY · SUITE 400 · KNOXVILLE, TN · 37919
Phone
(877) 516-7492
Industry
Offices of Physicians· Health Care & Social Assistancesee 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
2025-07-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PUGH & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
25 rowsOther
25Investments
9 direct securities · 9 pooled funds· $3.0B(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
$1.5B
9 holdings
Common Collective Trust
$1.4B
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NT COLLVE S&P 500 IND FD-NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 003 | Common Collective Trust | — | — | $546.5M | 30.4% | |
| NT S&P 500 INDEX T5 Common/Collective Trust | — | — | — | $546.5M | 30.4% | |
| NT AGGREGATE BOND INDEX T5 Common/Collective Trust | — | — | — | $292.4M | 16.3% | |
| NT COLLVE AGG BOND IND FD-NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $292.4M | 16.3% | |
| PERSONAL CHOICE RETIREMENT ACCTS Self-Directed Brokerage Accounts | — | — | — | $259.8M | 14.4% | |
| NT EXTEND EQUITY MKT INDEX T5 Common/Collective Trust | — | — | — | $225.0M | 12.5% | |
| NT COLLVE EXTND EQ MKT IND FD-NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $225.0M | 12.5% | |
| NT COLLVE ACWI EX-US FD-NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 103 | Common Collective Trust | — | — | $200.2M | 11.1% | |
| GALLIARD STABLE VALUE ACCT Common/Collective Trust | — | — | — | $133.3M | 7.4% | |
| GALLIARD INTERMEDIATE CORE FUND L SEI TRUST COMPANY · EIN 27-6635237 / PN 001 | Common Collective Trust | — | — | $77.9M | 4.3% | |
| JPMORGAN LARGE CAP GROWTH R6 Mutual Fund | — | — | — | $58.2M | 3.2% | |
| GALLIARD SHORT CORE FUND F SEI TRUST COMPANY · EIN 52-2252204 / PN 001 | Common Collective Trust | — | — | $50.1M | 2.8% | |
| COLUMBIA TR DIV INC FD INST 1 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 218 | Common Collective Trust | — | — | $20.5M | 1.1% | |
| NOTES RECEIVABLE FROM PARTICIPANTS Interest Rates at 4.25% - 9.50% | — | — | — | $13.5M | 0.8% | |
| BLACKROCK TOTAL RETURN K Mutual Fund | — | — | — | $10.9M | 0.6% | |
| EARNEST PARTNERS SMID CORE CL 1 SEI TRUST COMPANY · EIN 26-4377500 / PN 041 | Common Collective Trust | — | — | $10.6M | 0.6% | |
| HARTFORD INT OPP FND CLSS R6 Mutual Fund | — | — | — | $8.7M | 0.5% | |
| SHORT-TERM INVESTMENT FUND II SEI TRUST COMPANY · EIN 92-2544088 / PN 001 | Common Collective Trust | — | — | $5.4M | 0.3% |