Original filing (PDF)20250918030254NAL0001236803001

TAMPA BAY WORKFORCE ALLIANCE, IN

Name: TAMPA BAY WORKFORCE ALLIANCE, IN — TAMPA BAY WORKFORCE ALLIANCE, INC. 401K PLAN, Form 5500 (2024)
Creator: TAMPA BAY WORKFORCE ALLIANCE, IN

Form 5500

FILING_RECEIVED

TAMPA BAY WORKFORCE ALLIANCE, INC. 401K PLAN

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

158

Accounts w/ balance

190

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

How this plan invests

This plan

1 pooled trust

Schedule D

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAMPA BAY WORKFORCE ALLIANCE, IN.

Plan sponsor

Name

TAMPA BAY WORKFORCE ALLIANCE, IN

EIN

59-3655316

Address

4350 WEST CYPRESS STREET · SUITE 875 · TAMPA, FL · 33607

Phone

(813) 397-2064

Industry

Health Care & Social Assistancesee 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

2025-09-18

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)

2S · Automatic enrollment

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK	01-0233346	—	RETAINED BY EMPLOYER	$17K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
POWER FINANCIAL PARTNERS	—	TAMPA, FL	RETAINED BY EMPLOYER	$10K	—

Investments

30 direct securities · 1 pooled fund· $6.8M(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.

Other securities

$6.5M

29 holdings

Cash / Money Market

$192K

1 holding

Common Collective Trust

$46K

1 holding

					% of plan
BlackRock LifePath Index 2035 Fund Class K Shares Mutual Fund	Other securities	—	—	$1.2M	17.1%
BlackRock LifePath Index Retirement Fund Class K Shares Mutual Fund	Other securities	—	—	$986K	14.6%
BlackRock LifePath Index 2045 Fund Class K Shares Mutual Fund	Other securities	—	—	$926K	13.7%
BlackRock LifePath Index 2040 Fund Class K Shares Mutual Fund	Other securities	—	—	$791K	11.7%
Fidelity 500 Index Fund Mutual Fund	Other securities	—	—	$661K	9.8%
BlackRock LifePath Index 2030 Fund Class K Shares Mutual Fund	Other securities	—	—	$413K	6.1%
BlackRock LifePath Index 2050 Fund Class K Shares Mutual Fund	Other securities	—	—	$405K	6.0%
BlackRock LifePath Index 2055 Fund Class K Shares Mutual Fund	Other securities	—	—	$357K	5.3%
Vanguard LifeStrategy Income Inv Mutual Fund 752 JPMorgan US Government Money Market Fund - Capital Mutual Fund 11 * Participant loans 4.25% - 10.50%, various maturities -0-	Cash / Money Market	—	—	$192K	2.8%
T. Rowe Price Mid Cap Value Mutual Fund	Other securities	—	—	$138K	2.0%
Putnam Large Cap Value Fund Class Y Mutual Fund	Other securities	—	—	$135K	2.0%
BlackRock LifePath Index 2060 Fund Class K Shares Mutual Fund	Other securities	—	—	$119K	1.8%
AB Small Cap Growth Port K Mutual Fund	Other securities	—	—	$57K	0.8%
Carillon Eagle Mid Cap Growth I Mutual Fund	Other securities	—	—	$49K	0.7%
Harbor Cap Appreciation Inst Mutual Fund	Other securities	—	—	$49K	0.7%
Baron International Growth Fund Institutional Shares Mutual Fund	Other securities	—	—	$47K	0.7%
iShares MSCI EAFE International Index Fund Class K Mutual Fund	Other securities	—	—	$46K	0.7%
JOHN HANCOCK STABLE VALUE FUND CIT GLOBAL TRUST COMPANY-JOHN HANCOCK · EIN 80-6136981 / PN 001	Common Collective Trust	—	—	$46K	0.7%
Vanguard LifeStrategy Conservative Growth Inv Mutual Fund	Other securities	—	—	$39K	0.6%
American New World Fund R6 Mutual Fund	Other securities	—	—	$36K	0.5%
DFA Real Estate Securities I Mutual Fund	Other securities	—	—	$27K	0.4%
BlackRock High Yield Bond Portfolio Institutional Shares Mutual Fund	Other securities	—	—	$15K	0.2%
Fidelity Small Cap Index Fund Mutual Fund	Other securities	—	—	$14K	0.2%
Hartford Strategic Income R5 Mutual Fund	Other securities	—	—	$12K	0.2%
BlackRock LifePath Index 2065 Fund Class K Shares Mutual Fund	Other securities	—	—	$12K	0.2%
Royce SC Opport Invest Cl Mutual Fund	Other securities	—	—	$10K	0.1%
Vanguard Mid Cap Index Adm Mutual Fund	Other securities	—	—	$7K	0.1%
Vanguard Total Bond Market Index Adm Mutual Fund	Other securities	—	—	$6K	<0.1%
BlackRock Global Alloc Fund I Mutual Fund	Other securities	—	—	$3K	<0.1%
PGIM Global Total Return R6 Mutual Fund	Other securities	—	—	$3K	<0.1%
Carillon Reams Core Plus Bond Mutual Fund	Other securities	—	—	$2K	<0.1%