How big is Workforce Business Services, Inc.'s plan?

Workforce Business Services, Inc.'s plan reported $37.4M in assets and 1,268 participants for 2024.

Original filing (PDF)20250723100346NAL0001909507001

Workforce Business Services, Inc.

Name: Workforce Business Services, Inc. — 401(k) Profit-Sh, Form 5500 (2024)
Creator: Workforce Business Services, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

401(k) Profit-Sharing Plan for Workforce Business Services, Inc.

Defined-contribution retirement plan · Workforce Business Services, Inc.'s 401(k) Profit-Sharing Plan for Workforce Business Services, Inc. held $37.4M in plan assets for 1,268 participants in 2024, with Mutual of America as recordkeeper.

Active participants

1,268

Accounts w/ balance

789

Plan assets (EOY)

$37.4M

Net assets (EOY)

$37.3M

People on this filing

Daniel Johnson signed Workforce Business Services, Inc.'s 2024 Form 5500 as plan administrator.

Daniel Johnson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Workforce Business Services, Inc.'s EIN is 65-0847999.

EIN 65-0847999

Plan number 333

Plan year 2024

ACK ID 20250723100346NAL0001909507001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Workforce Business Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Workforce Business Services, Inc.'s plan includes a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WORKFORCE BUSINESS SERVICES, INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

51 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score

Below-peer total plan cost (91st percentile).

Plan sponsor

Name

WORKFORCE BUSINESS SERVICES, INC.

EIN

all filings

Address

1401 MANATEE AVE W STE 600 · BRADENTON, FL · 342056708

Phone

(941) 746-6567

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

333

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-23

Pension benefit codes

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

PRIDA, GUIDA & PEREZ, P.A.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$0	—

Investments

51 direct securities · 1 pooled fund· $73.0M(100% 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.

Pooled Separate Account

$34.9M

1 holding

Other securities

$32.2M

34 holdings

Mutual Funds

$2.2M

10 holdings

Common Collective Trusts

$2.1M

3 holdings

Participant loans

$698K

1 holding

Pooled Separate Accounts

$647K

2 holdings

Cash / Money Market

$195K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

T. Rowe Price$2.0M Fidelity$1.5M Vanguard$1.1M Goldman Sachs$365K American Century$204K Eaton Vance / Calvert$192K Neuberger Berman$102K Invesco$64K PIMCO$21K

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Special Service for Groups, Inc.

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					% of plan
SEPARATE ACCOUNT NUMBER GS1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000	Pooled Separate Account	—	—	$34.9M	93.5%
Mutual of America Mutual of America 2030 Retirement Fund	Other securities	—	—	$4.7M	12.6%
Mutual of America Mutual of America 2045 Retirement Fund	Other securities	—	—	$4.4M	11.8%
Mutual of America Mutual of America 2040 Retirement Fund	Other securities	—	—	$3.5M	9.3%
Mutual of America Mutual of America 2035 Retirement Fund	Other securities	—	—	$3.1M	8.2%
Mutual of America Mutual of America 2050 Retirement Fund	Other securities	—	—	$2.5M	6.8%
Mutual of America Mutual of America 2025 Retirement Fund	Other securities	—	—	$2.1M	5.7%
Mutual of America T. Rowe Price Blue Chip Growth Portfolio	Other securities	—	—	$2.0M	5.5%
Mutual of America Mutual of America Equity Index Fund	Common Collective Trusts	—	—	$1.9M	5.0%
General Account * Mutual of America Mutual of America Interest Accumulation	Other securities	—	—	$1.7M	4.5%
Mutual of America Mutual of America 2020 Retirement Fund	Other securities	—	—	$909K	2.4%
Mutual of America Fidelity VIP Contrafund Portfolio	Mutual Funds	—	—	$892K	2.4%
Mutual of America DWS Capital Growth VIP	Other securities	—	—	$873K	2.3%
Mutual of America Mutual of America 2060 Retirement Fund	Other securities	—	—	$852K	2.3%
Mutual of America Mutual of America Retirement Income Fund	Other securities	—	—	$715K	1.9%
secured by participant accounts $-0-	Other securities	—	—	$699K	1.9%
. PARTICIPANT LOANS Mutual of America Loan Fund	Participant loans	—	—	$698K	1.9%
Mutual of America Mutual of America Conservative Alloc.	Other securities	—	—	$664K	1.8%
Mutual of America Mutual of America Moderate Allocation	Other securities	—	—	$656K	1.8%
Mutual of America Mutual of America 2055 Retirement Fund	Other securities	—	—	$582K	1.6%
Mutual of America Mutual of America 2065 Retirement Fund	Other securities	—	—	$366K	1.0%
s * Mutual of America Mutual of America Aggressive Allocation	Pooled Separate Accounts	—	—	$349K	0.9%
Mutual of America Fidelity VIP Equity-Income Portfolio	Mutual Funds	—	—	$345K	0.9%
s * Mutual of America Vanguard VIF International Portfolio	Pooled Separate Accounts	—	—	$299K	0.8%
Mutual of America Vanguard VIF Real Estate Index Portfolio	Mutual Funds	—	—	$249K	0.7%
Mutual of America Vanguard Total Bond Mkt I Prt	Mutual Funds	—	—	$228K	0.6%
Mutual of America Goldman Sachs VIT US Equity Insights	Other securities	—	—	$209K	0.6%
Mutual of America Mutual of America Small Cap Growth Fund	Other securities	—	—	$208K	0.6%
Mutual of America American Century VP Capital Appreciation	Other securities	—	—	$204K	0.5%
Mutual of America Mutual of America Money Market Fund	Cash / Money Market	—	—	$195K	0.5%
Mutual of America Calvert VP SRI Balanced Portfolio	Other securities	—	—	$192K	0.5%
Mutual of America Fidelity VIP Asset Manager Portfolio	Mutual Funds	—	—	$176K	0.5%
Mutual of America Victory RS Small Cap Growth Equity VIP	Other securities	—	—	$170K	0.5%
Mutual of America Goldman Sachs VIT Small Cap Eq Insights	Other securities	—	—	$156K	0.4%
Mutual of America Mutual of America Mid-Cap Equity Index	Common Collective Trusts	—	—	$137K	0.4%
Mutual of America Vanguard VIF Diversified Value Portfolio	Mutual Funds	—	—	$131K	0.4%
Mutual of America Mutual of America Small Cap Value Fund	Other securities	—	—	$111K	0.3%
Mutual of America Neuberger Berman AMT Sustainable Equity	Other securities	—	—	$102K	0.3%
Mutual of America Mutual of America Mid Cap Value Fund	Other securities	—	—	$101K	0.3%
Mutual of America Mutual of America 2015 Retirement Fund	Other securities	—	—	$99K	0.3%
Mutual of America Fidelity VIP Mid Cap Portfolio	Mutual Funds	—	—	$91K	0.2%
Mutual of America Mutual of America Core Bond Fund	Other securities	—	—	$90K	0.2%
Mutual of America Mutual of America Balanced Fund	Other securities	—	—	$74K	0.2%
Mutual of America Mutual of America Small Cap Equity Index Fund	Common Collective Trusts	—	—	$73K	0.2%
Mutual of America Invesco Oppenheimer V.I. Main Street	Mutual Funds	—	—	$64K	0.2%
Mutual of America Mutual of America All America Fund	Other securities	—	—	$41K	0.1%
Mutual of America Delaware VIP Small Cap Value Series	Other securities	—	—	$28K	<0.1%
Mutual of America PIMCO VIT Real Return Portfolio	Mutual Funds	—	—	$21K	<0.1%
Mutual of America Mutual of America Intermediate Bond Fund	Other securities	—	—	$18K	<0.1%
Mutual of America Mutual of America International Fund	Other securities	—	—	$14K	<0.1%

1–50 of 52

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403(b) Thrift Plan for Employees of Special Service for Groups, Inc.

$62.8M · 2,487 participants