Back to filter
Original filing (PDF)20251015133202NAL0009839442001
TEAMWORK SERVICES, INC.
Form 5500
FILING_RECEIVED
TEAMWORK SERVICES 401(K) & PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
1,521
Accounts w/ balance
755
Plan assets (EOY)
$53.9M
Net assets (EOY)
$53.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
28 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
100
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- 42 bps in Schedule C fees — 162% above peer band of 16 bps.
- Only 50% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEAMWORK SERVICES, INC..
Plan sponsor
Name
TEAMWORK SERVICES, INC.
EIN
58-1863048
Address
700 GLOUCESTER ST · SUITE 302 · BRUNSWICK, GA · 31520
Phone
(912) 265-8500
Industry
Admin Support & Waste Mgmtsee 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
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)
2T · Default investment account (QDIA)
2W · Pooled employer plan (PEP)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TEMPLETON & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $11K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $80K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $56K | — |
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — | NONE | $54K | — |
| TEMPLETON AND COMPANY | 14-1918990 | — | NONE | $20K | — |
| CHARLES SCHWAB BANK | 82-3967259 | — | NONE | $4K | — |
Investments
26 direct securities · 2 pooled funds· $53.6M(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
$49.8M
26 holdings
Common Collective Trust
$3.9M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $8.3M | 15.5% | |
| JP Morgan JPMorgan Large Cap Growth Fund (R6) | — | — | — | $6.6M | 12.3% | |
| Fidelity Mid Cap Index Fund | — | — | — | $5.9M | 11.0% | |
| JP Morgan JPMorgan US Value Fund (R6) | — | — | — | $4.9M | 9.0% | |
| The Standard Insurance Company APEX Guaranteed Fixed Interest Fund | — | — | — | $4.3M | 8.1% | |
| Fidelity Small Cap Index Fund | — | — | — | $3.9M | 7.3% | |
| Dodge & Cox Dodge & Cox Global Bond Fund (I) | — | — | — | $3.0M | 5.7% | |
| PIONEER BOND FUND TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $2.6M | 4.9% | |
| Fidelity US Bond Index Fund | — | — | — | $2.2M | 4.0% | |
| MFS International Diversification (R6) | — | — | — | $2.1M | 3.9% | |
| Fidelity International Index Fund | — | — | — | $1.4M | 2.6% | |
| COHEN & STEERS COLLECTIVE INVESTMEN SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $1.2M | 2.3% | |
| Fidelity Freedom Index 2045 Fund (Prem) | — | — | — | $1.1M | 2.0% | |
| PGIM High Yield Fund (R6) | — | — | — | $904K | 1.7% | |
| American Funds American Funds New World Fund (R6) | — | — | — | $805K | 1.5% | |
| Fidelity Freedom Index 2035 Fund (Prem) | — | — | — | $709K | 1.3% | |
| Fidelity Freedom Index 2055 Fund (Prem) | — | — | — | $673K | 1.2% | |
| Loans to participants, interest rates ranging from * Notes receivable from participants - 3.25% to 9.50%, various maturities. | — | — | — | $665K | 1.2% | |
| Fidelity Freedom Index 2030 Fund (Prem) | — | — | — | $654K | 1.2% | |
| Fidelity Freedom Index 2040 Fund (Prem) | — | — | — | $512K | 1.0% | |
| Fidelity Freedom Index 2025 Fund (Prem) | — | — | — | $354K | 0.7% | |
| Fidelity Freedom Index 2050 Fund (Prem) | — | — | — | $320K | 0.6% | |
| Charles Schwab PCRA Self-directed brokerage accounts | — | — | — | $221K | 0.4% | |
| Fidelity Freedom Index 2020 Fund (Prem) | — | — | — | $80K | 0.1% | |
| Charles Schwab Cash Holding Account | — | — | — | $78K | 0.1% | |
| Fidelity Freedom Index Income (Prem) | — | — | — | $34K | <0.1% | |
| Fidelity Freedom Index 2065 Fund (Prem) | — | — | — | $15K | <0.1% | |
| Fidelity Freedom Index 2060 Fund (Prem) | — | — | — | $1K | <0.1% |