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Original filing (PDF)20251013152955NAL0003378194004
TEAMWORK HUMAN RESOURCES, INC.
Form 5500
FILING_RECEIVED
TEAMWORK HUMAN RESOURCES, INC. MEP
401(k) retirement plan
Signals · 1
~94 bps in Sched C fees
Active participants
424
Accounts w/ balance
132
Plan assets (EOY)
$9.1M
Net assets (EOY)
$9.1M
How this plan invests
This plan
32 pooled trusts
Schedule D
38 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
- 94 bps in Schedule C fees — 80% above peer band of 52 bps.
- Only 31% 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 HUMAN RESOURCES, INC..
Plan sponsor
Name
TEAMWORK HUMAN RESOURCES, INC.
EIN
68-0482464
Address
915 MISTLETOE LANE · REDDING, CA · 96002
Phone
(530) 223-4674
Industry
Professional & Technical Servicessee 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
2025-10-13
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)
2V · PEO multiple-employer plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORDKEEPER | $47K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | 04-3046611 | — | INVESTMENT ADVISORY-PLAN | $37K | — |
Investments
10 direct securities · 32 pooled funds· $12.2M(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.
Pooled Separate Account
$8.3M
32 holdings
Uncategorized
$3.8M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Transamerica Financial Life Ins Co American Funds Balanced Ret Acct | — | — | — | $1.9M | 20.7% | |
| AMERICAN FUNDS BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 971 | Pooled Separate Account | — | — | $1.9M | 20.7% | |
| AMERICAN FDS GR FD OF AMERICA ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 975 | Pooled Separate Account | — | — | $1.2M | 13.0% | |
| TRANSAMERICA LG 2035 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 837 | Pooled Separate Account | — | — | $845K | 9.3% | |
| Transamerica Financial Life Ins. Co. Insurance Company/General Account | — | — | — | $684K | 7.5% | |
| TRANSAMERICA LG 2040 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 838 | Pooled Separate Account | — | — | $553K | 6.1% | |
| PUTNAM LG CAP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 957 | Pooled Separate Account | — | — | $476K | 5.2% | |
| COLUMBIA CONTRARIAN CORE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 025 | Pooled Separate Account | — | — | $446K | 4.9% | |
| Transamerica International Equity Fund | — | — | — | $401K | 4.4% | |
| TRANSAMERICA INTL EQ RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 788 | Pooled Separate Account | — | — | $401K | 4.4% | |
| Transamerica Financial Life Ins Co Transamerica LG d BlackRock | — | — | — | $309K | 3.4% | |
| TRANSAMERICA LG D BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 833 | Pooled Separate Account | — | — | $309K | 3.4% | |
| TRANSAMERICA LG 2055 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 841 | Pooled Separate Account | — | — | $278K | 3.1% | |
| TRANSAMERICA LG 2060 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 842 | Pooled Separate Account | — | — | $260K | 2.9% | |
| Transamerica Large-Cap Value Fund | — | — | — | $234K | 2.6% | |
| TRANSAMERICA LG CAP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 789 | Pooled Separate Account | — | — | $234K | 2.6% | |
| TRANSAMERICA LG 2030 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 836 | Pooled Separate Account | — | — | $233K | 2.6% | |
| FIDELITY ADVISOR TOTAL BD RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 203 | Pooled Separate Account | — | — | $180K | 2.0% | |
| Transamerica Financial Life Ins Co BlackRock Adv Sm cp Core Ret Acct | — | — | — | $172K | 1.9% | |
| BLACKROCK ADV SM CP CORE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 195 | Pooled Separate Account | — | — | $172K | 1.9% | |
| TRANSAMERICA LG 2050 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 840 | Pooled Separate Account | — | — | $164K | 1.8% | |
| JANUS HENDERSON TRITON RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 830 | Pooled Separate Account | — | — | $147K | 1.6% | |
| TRANSAMERICA LG 2045 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 839 | Pooled Separate Account | — | — | $142K | 1.6% | |
| TA VANGUARD TTL STOCK MKT IDX ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $139K | 1.5% | |
| Transamerica Financial Life Ins Co American Century Inf-Adj Bd Rt Acct | — | — | — | $70K | 0.8% | |
| AMERICAN CENTURY INF-ADJ BD RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 096 | Pooled Separate Account | — | — | $70K | 0.8% | |
| Transamerica Franklin Growth Fund | — | — | — | $61K | 0.7% | |
| FRANKLIN GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 847 | Pooled Separate Account | — | — | $61K | 0.7% | |
| STATE STREET INTL INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 004 | Pooled Separate Account | — | — | $61K | 0.7% | |
| HARTFORD SCHRODERS US MIDCAP OPPORT HARTFORD · EIN 83-1098532 / PN 463 | Pooled Separate Account | — | — | $31K | 0.3% | |
| Transamerica Financial Life Ins Co AllSpring Special Sm cp Val Rt Acct | — | — | — | $31K | 0.3% | |
| ALLSPRING SPECIAL SM CP VAL RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 965 | Pooled Separate Account | — | — | $31K | 0.3% | |
| DFA EMERGING MKT PORTFOLIO RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 525 | Pooled Separate Account | — | — | $31K | 0.3% | |
| BLACKROCK HIGH YIELD BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 219 | Pooled Separate Account | — | — | $13K | 0.1% | |
| JPMORGAN U.S. SMALL CO RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 011 | Pooled Separate Account | — | — | $6K | <0.1% | |
| Transamerica Financial Life Ins Co Transamerica LG 2065 BlackRock | — | — | — | $5K | <0.1% | |
| TRANSAMERICA LG 2065 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 403 | Pooled Separate Account | — | — | $5K | <0.1% | |
| DWS RREEF REAL ESTATE SECURITIES TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 026 | Pooled Separate Account | — | — | $1K | <0.1% | |
| TRANSAMERICA LG 2025 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 835 | Pooled Separate Account | — | — | $853 | <0.1% | |
| PIONEER EQ INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 042 | Pooled Separate Account | — | — | $1 | <0.1% | |
| CLEARBRIDGE MID CAP RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 989 | Pooled Separate Account | — | — | $0 | <0.1% | |
| WESTERN ASSET CORE PLUS BD RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 609 | Pooled Separate Account | — | — | $0 | <0.1% |
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