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Original filing (PDF)20250723100346NAL0001909507001
WORKFORCE BUSINESS SERVICES, INC.
Form 5500
FILING_RECEIVED
401(K) PROFIT-SHARING PLAN FOR WORKFORCE BUSINESS SERVICES, INC.
Defined-contribution retirement plan
Active participants
1,268
Accounts w/ balance
789
Plan assets (EOY)
$37.4M
Net assets (EOY)
$37.3M
How this plan invests
This plan
1 pooled trust
Schedule D
52 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
75
Vendor stack
100
Participation health
80
Knocking points off
- 62% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORKFORCE BUSINESS SERVICES, INC..
Plan sponsor
Name
WORKFORCE BUSINESS SERVICES, INC.
EIN
65-0847999
Address
1401 MANATEE AVE W STE 600 · BRADENTON, FL · 342056708
Phone
(941) 746-6567
Industry
All Other Professional Services· Professional & Technical Servicessee all
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 rowsRecordkeeper
1| 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.
Uncategorized
$37.4M
49 holdings
Pooled Separate Account
$34.9M
1 holding
Pooled Separate Accounts
$647K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $4.7M | 12.6% | |
| Mutual of America Mutual of America 2045 Retirement Fund | — | — | — | $4.4M | 11.8% | |
| Mutual of America Mutual of America 2040 Retirement Fund | — | — | — | $3.5M | 9.3% | |
| Mutual of America Mutual of America 2035 Retirement Fund | — | — | — | $3.1M | 8.2% | |
| Mutual of America Mutual of America 2050 Retirement Fund | — | — | — | $2.5M | 6.8% | |
| Mutual of America Mutual of America 2025 Retirement Fund | — | — | — | $2.1M | 5.7% | |
| Mutual of America T. Rowe Price Blue Chip Growth Portfolio | — | — | — | $2.0M | 5.5% | |
| Mutual of America Mutual of America Equity Index Fund | — | — | — | $1.9M | 5.0% | |
| General Account * Mutual of America Mutual of America Interest Accumulation | — | — | — | $1.7M | 4.5% | |
| Mutual of America Mutual of America 2020 Retirement Fund | — | — | — | $909K | 2.4% | |
| Mutual of America Fidelity VIP Contrafund Portfolio | — | — | — | $892K | 2.4% | |
| Mutual of America DWS Capital Growth VIP | — | — | — | $873K | 2.3% | |
| Mutual of America Mutual of America 2060 Retirement Fund | — | — | — | $852K | 2.3% | |
| Mutual of America Mutual of America Retirement Income Fund | — | — | — | $715K | 1.9% | |
| secured by participant accounts $-0- | — | — | — | $699K | 1.9% | |
| . PARTICIPANT LOANS Mutual of America Loan Fund | — | — | — | $698K | 1.9% | |
| Mutual of America Mutual of America Conservative Alloc. | — | — | — | $664K | 1.8% | |
| Mutual of America Mutual of America Moderate Allocation | — | — | — | $656K | 1.8% | |
| Mutual of America Mutual of America 2055 Retirement Fund | — | — | — | $582K | 1.6% | |
| Mutual of America Mutual of America 2065 Retirement Fund | — | — | — | $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 | — | — | — | $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 | — | — | — | $249K | 0.7% | |
| Mutual of America Vanguard Total Bond Mkt I Prt | — | — | — | $228K | 0.6% | |
| Mutual of America Goldman Sachs VIT US Equity Insights | — | — | — | $209K | 0.6% | |
| Mutual of America Mutual of America Small Cap Growth Fund | — | — | — | $208K | 0.6% | |
| Mutual of America American Century VP Capital Appreciation | — | — | — | $204K | 0.5% | |
| Mutual of America Mutual of America Money Market Fund | — | — | — | $195K | 0.5% | |
| Mutual of America Calvert VP SRI Balanced Portfolio | — | — | — | $192K | 0.5% | |
| Mutual of America Fidelity VIP Asset Manager Portfolio | — | — | — | $176K | 0.5% | |
| Mutual of America Victory RS Small Cap Growth Equity VIP | — | — | — | $170K | 0.5% | |
| Mutual of America Goldman Sachs VIT Small Cap Eq Insights | — | — | — | $156K | 0.4% | |
| Mutual of America Mutual of America Mid-Cap Equity Index | — | — | — | $137K | 0.4% | |
| Mutual of America Vanguard VIF Diversified Value Portfolio | — | — | — | $131K | 0.4% | |
| Mutual of America Mutual of America Small Cap Value Fund | — | — | — | $111K | 0.3% | |
| Mutual of America Neuberger Berman AMT Sustainable Equity | — | — | — | $102K | 0.3% | |
| Mutual of America Mutual of America Mid Cap Value Fund | — | — | — | $101K | 0.3% | |
| Mutual of America Mutual of America 2015 Retirement Fund | — | — | — | $99K | 0.3% | |
| Mutual of America Fidelity VIP Mid Cap Portfolio | — | — | — | $91K | 0.2% | |
| Mutual of America Mutual of America Core Bond Fund | — | — | — | $90K | 0.2% | |
| Mutual of America Mutual of America Balanced Fund | — | — | — | $74K | 0.2% | |
| Mutual of America Mutual of America Small Cap Equity Index Fund | — | — | — | $73K | 0.2% | |
| Mutual of America Invesco Oppenheimer V.I. Main Street | — | — | — | $64K | 0.2% | |
| Mutual of America Mutual of America All America Fund | — | — | — | $41K | 0.1% | |
| Mutual of America Delaware VIP Small Cap Value Series | — | — | — | $28K | <0.1% | |
| Mutual of America PIMCO VIT Real Return Portfolio | — | — | — | $21K | <0.1% | |
| Mutual of America Mutual of America Intermediate Bond Fund | — | — | — | $18K | <0.1% | |
| Mutual of America Mutual of America International Fund | — | — | — | $14K | <0.1% | |
| Mutual of America Mutual of America VIT Mid-Cap Value Portfolio | — | — | — | $7K | <0.1% | |
| Mutual of America American Funds IS New World Fund | — | — | — | $3K | <0.1% |
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