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Original filing (PDF)20250828065730NAL0017848960001
SHEAKLEY WORKFORCE MANAGEMENT SERVICES, LLC DBA SHEAKLEY PENSION
Form 5500
FILING_RECEIVED
TOTAL PEP SOLUTIONS
401(k) retirement plan
Signals · 2
Late filing · 9.4 moNo recordkeeper disclosed
Active participants
964
Accounts w/ balance
598
Plan assets (EOY)
$47.8M
Net assets (EOY)
$47.8M
How this plan invests
This plan
20 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
80
Knocking points off
- Filed 9.4 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
- 62% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHEAKLEY WORKFORCE MANAGEMENT SERVICES, LLC DBA SHEAKLEY PENSION.
Plan sponsor
Name
SHEAKLEY WORKFORCE MANAGEMENT SERVICES, LLC DBA SHEAKLEY PENSION
EIN
82-3571106
Address
ONE SHEAKLEY WAY · CINCINNATI, OH · 45246
Phone
(513) 618-1199
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
101
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-08-28
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEAKLEY WORKFORCE MANAGEMENT | 82-3571106 | — | CONTRACT ADMIN, PPP | $66K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OCTAVIA WEALTH ADVISORS | 84-5016689 | — | SERVICE PROVIDER | $13K | — |
Investments
20 pooled funds· $32.7M(68% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MYCOMPASS IND MOD 2035 FD R WILMINGTON TRUST NA · EIN 38-4097333 / PN 479 | Common Collective Trust | $11.5M | 24.1% |
| MYCOMPASS IND MOD 2025 FD R WILMINGTON TRUST NA · EIN 38-4097332 / PN 478 | Common Collective Trust | $7.0M | 14.7% |
| MYCOMPASS IND MOD 2045 WILMINGTON TRUST FUNDS · EIN 38-4097334 / PN 480 | Common Collective Trust | $4.9M | 10.2% |
| MYCOMPASS IND MOD 2055 WILMINGTON TRUST · EIN 38-4097335 / PN 481 | Common Collective Trust | $4.3M | 9.1% |
| MY COMPASS IND MOD RET FUND WILMINGTON TRUST FUNDS · EIN 38-4097331 / PN 477 | Common Collective Trust | $864K | 1.8% |
| LARGE CAP VALUE FUND R1 WILMINGTON TRUST NA · EIN 38-4065329 / PN 426 | Common Collective Trust | $681K | 1.4% |
| MYCOMPASS IND AGG 2045 FD R WILMINGTON TRUST NA · EIN 38-4097329 / PN 475 | Common Collective Trust | $652K | 1.4% |
| INTERNATIONAL GROWTH FND II R1 WILMINGTON TRUST · EIN 38-4139842 / PN 619 | Common Collective Trust | $623K | 1.3% |
| MYCOMPASS IND AGG 2035 FD R WILMINGTON TRUST NA · EIN 38-4097328 / PN 474 | Common Collective Trust | $476K | 1.0% |
| MID CAP GROWTH FUND R1 WILMINGTON TRUST FUNDS · EIN 38-4126247 / PN 549 | Common Collective Trust | $337K | 0.7% |
| MYCOMPASS IND MOD 2065 WILMINGTON TRUST FUNDS · EIN 38-7271385 / PN 766 | Common Collective Trust | $291K | 0.6% |
| MID CAP VALUE FUND R1 WILMINGTON TRUST FUNDS · EIN 38-4139852 / PN 630 | Common Collective Trust | $263K | 0.6% |
| MYCOMPASS IND AGG 2055 FD R WILMINGTON TRUST NA · EIN 38-4097330 / PN 476 | Common Collective Trust | $207K | 0.4% |
| SMALL CAP VALUE III WILMINGTON TRUST FUNDS · EIN 38-7289846 / PN 001 | Common Collective Trust | $206K | 0.4% |
| MYCOMPASS IND AGG 2065 FD R WILMINGTON TRUST NA · EIN 38-7271385 / PN 466 | Common Collective Trust | $139K | 0.3% |
| MYCOMPASS IND AGG RET FD R WILMINGTON TRUST NA · EIN 38-4097326 / PN 472 | Common Collective Trust | $118K | 0.2% |
| CORE PLUS BOND FUND II R1 WILMINGTON TRUST · EIN 38-7271377 / PN 758 | Common Collective Trust | $61K | 0.1% |
| MYCOMPASS IND CNS 2045 F R WILMINGTON TRUST NA · EIN 38-4097339 / PN 485 | Common Collective Trust | $18K | <0.1% |
| MYCOMPASS IND CNS 2025 F R WILMINGTON TRUST NA · EIN 38-4097337 / PN 483 | Common Collective Trust | $15K | <0.1% |
| MYCOMPASS IND AGG 2025 FD R WILMINGTON TRUST NA · EIN 38-4097327 / PN 473 | Common Collective Trust | $190 | <0.1% |
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