Timothy B. MOY signed Workforce Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Workforce Solutions, LLC's EIN is 81-0823242.
Download the official 2024 Form 5500 (PDF) for Workforce Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Workforce Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | NONE | $32K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $14.8M | 95.3% | |
| AMERICAN CENTURY RET HYBRID 2045 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $1.5M | 9.7% | |
| AMERICAN INNOVATION ALTA TRUST · EIN 88-1455698 / PN 001 | Common Collective Trust | — | — | $1.4M | 8.9% | |
| AMERICAN CENTURY RET HYBRID 2035 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $1.2M | 7.6% | |
| AMERICAN CENTURY RET HYBRID 2050 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $1.0M | 6.8% | |
| AMERICAN CENTURY RET HYBRID 2060 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $750K | 4.8% | |
| AMERICAN CENTURY RET HYBRID 2040 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $518K | 3.3% | |
| AMERICAN CENTURY RET HYBRID 2055 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $486K | 3.1% | |
| AMERICAN CENTURY RET HYBRID 2025 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | — | — | $372K | 2.4% | |
| AMERICAN CENTURY RET HYBRID 2030 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $226K | 1.5% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $213K | 1.4% | |
| AMERICAN CENTURY RET HYBRID 2065 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089 | Common Collective Trust | — | — | $135K | 0.9% | |
| GGT WESTERN ASSET CORE PLUS BOND GREAT GRAY · EIN 82-4391232 / PN 000 | Common Collective Trust | — | — | $40K | 0.3% | |
| AMERICAN CENTURY RET HYBRID INC BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $24K | 0.2% |
| LEAFHOUSE FINANCIAL ADVISORS |
| — |
| AUSTIN, TX |
| NONE |
| $7K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MBE WEALTH MANAGEMENT LLC | — | BARABOO, WI | RELATED BUSINESS | $40K | — |
| PREMIER RETIREMENT PARTNERS LLC | — | MADISON, WI | NONE | $9K | — |
