Original filing (PDF)20251230065726NAL0044094514001

WORKFORCE ESSENTIALS, INC.

Name: WORKFORCE ESSENTIALS, INC. — WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN, Form 5500 (2024)
Creator: WORKFORCE ESSENTIALS, INC.

Form 5500

FILING_RECEIVED

WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN

401(k) retirement plan

Signals · 1

32% in single holding

Active participants

157

Accounts w/ balance

110

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

Top holding "T. Rowe Price 2025 Adv Mutual Fund" is 32% of plan.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORKFORCE ESSENTIALS, INC..

Plan sponsor

Name

WORKFORCE ESSENTIALS, INC.

EIN

62-1498440

Address

523 MADISON ST, STE A · CLARKSVILLE, TN · 37040

Phone

(931) 551-9110

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-12-30

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2L · 403(b)(1) annuity

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

SKIBBIE CPA INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE CO OF AME	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$25K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CETERA ADVISOR NETWORKS LLC	95-3845382	EL SEGUNDO, CA	BROKER/ADVISOR	$0	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS INC	—	FORT WAYNE, IN	OTHER	$0	—

Investments

33 direct securities· $4.6M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
T. Rowe Price 2025 Adv Mutual Fund	—	—	—	$1.5M	32.2%
T. Rowe Price 2030 Adv Mutual Fund	—	—	—	$624K	13.5%
Manning & Napier Pro-Blend Max Term S Mutual Fund	—	—	—	$558K	12.1%
American Funds American Balanced R3 Mutual Fund	—	—	—	$279K	6.0%
T. Rowe Price 2045 Adv Mutual Fund	—	—	—	$245K	5.3%
Manning & Napier Pro-Blend Mod Term S Mutual Fund	—	—	—	$197K	4.3%
MM S&P 500 Index Adm Mutual Fund	—	—	—	$143K	3.1%
T. Rowe Price 2035 Adv Mutual Fund	—	—	—	$128K	2.8%
T. Rowe Price 2040 Adv Mutual Fund	—	—	—	$127K	2.7%
American Funds Capital World G/1 R3 Mutual Fund	—	—	—	$122K	2.6%
Capital Preservation Account Fixed Annuity	—	—	—	$106K	2.3%
American Funds New World Fund R4 Mutual Fund	—	—	—	$87K	1.9%
T. Rowe Price 2020 Adv Mutual Fund	—	—	—	$79K	1.7%
Manning & Napier Pro-Blend Cons Term S Mutual Fund	—	—	—	$79K	1.7%
MassMutual Mid Cap Growth Service Mutual Fund	—	—	—	$78K	1.7%
T. Rowe Price 2055 Adv Mutual Fund	—	—	—	$77K	1.7%
Allspring Special Mid Cap Value Admin Mutual Fund	—	—	—	$35K	0.8%
MassMutual Blue Chip Growth Service Mutual Fund ** 900 * MassMutual Core Bond Svc Mutual Fund	—	—	—	$31K	0.7%
T. Rowe Price 2050 Adv Mutual Fund	—	—	—	$25K	0.5%
Macquarie Small Cap Value Instl Mutual Fund	—	—	—	$20K	0.4%
T. Rowe Price 2015 Adv Mutual Fund	—	—	—	$19K	0.4%
American Funds Fundamental Invs R3 Mutual Fund	—	—	—	$13K	0.3%
Empower S&P Midcap 400 Index Fund Inv Mutual Fund	—	—	—	$13K	0.3%
MassMutual US Gov Money Mkt Fund Mutual Fund	—	—	—	$12K	0.3%
T. Rowe Price 2060 Adv Mutual Fund	—	—	—	$8K	0.2%
Empower S&P SmCap 600 Index Fund Inv Mutual Fund	—	—	—	$5K	0.1%
MassMutual High Yield Administrative Mutual Fund	—	—	—	$5K	0.1%
Loomis Sayles Strategic Income Fund Y Mutual Fund ** 923 Macquarie Extended Duration Bond A Mutual Fund	—	—	—	$3K	<0.1%
MassMutual Global Svc Mutual Fund	—	—	—	$3K	<0.1%
Franklin Mutual Global Discovery A Mutual Fund	—	—	—	$2K	<0.1%
AB Global Bond A Mutual Fund	—	—	—	$2K	<0.1%
MassMutual Small Cap Gr Eq Svc Mutual Fund	—	—	—	$2K	<0.1%
Alger Capital Appreciation A Mutual Fund	—	—	—	$1K	<0.1%