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Original filing (PDF)20250415092753NAL0005556432001
STAFF SOURCE EMPLOYMENT, LLC
Form 5500
FILING_RECEIVED
STAFF SOURCE EMPLOYMENT 401K PLAN
401(k) retirement plan
Signals · 2
Late filing · 5.0 moNo recordkeeper disclosed
Active participants
146
Accounts w/ balance
184
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
80
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Filed 5.0 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STAFF SOURCE EMPLOYMENT, LLC.
Plan sponsor
Name
STAFF SOURCE EMPLOYMENT, LLC
EIN
47-4890502
Address
20 POINTE NORTH DR. · P.O. BOX 1084 · CARTERSVILLE, GA · 30120
Phone
(770) 607-8280
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-04-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KELLEY, SAMMONS, TOOLE & ELLISON, L
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 pooled fund· $2.6M(62% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| AMERITAS SEPARATE ACCOUNTS AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 000 | Pooled Separate Account | $2.6M | 62.4% |
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