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Original filing (PDF)20250715084640NAL0001177491001
SALUS WORKERS COMPENSATION, LLC
Form 5500
FILING_RECEIVED
SALUS WORKERS' COMP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
166
Accounts w/ balance
164
Plan assets (EOY)
$8.2M
Net assets (EOY)
$8.2M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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 SALUS WORKERS COMPENSATION, LLC.
Plan sponsor
Name
SALUS WORKERS COMPENSATION, LLC
EIN
82-5344320
Address
1825 LAKEWAY DR. · STE. 200 · LEWISVILLE, TX · 75057
Phone
(469) 312-5651
Industry
Finance & Insurancesee 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
2025-07-15
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JONES SIMPKINS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | 93-0987232 | — | BROKER/DEALER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Investments
28 direct securities · 1 pooled fund· $16.4M(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
$8.3M
28 holdings
Pooled Separate Account
$8.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $8.0M | 98.2% | |
| Voya Retirement Insurance Co. Fidelity 500 Index Fund n/a | — | — | — | $1.2M | 15.1% | |
| Voya Retirement Insurance Co. Voya Trgt Solution Tr: 2025 8 n/a | — | — | — | $823K | 10.1% | |
| Voya Retirement Insurance Co. Vangrd Global Equity Fund Inv n/a | — | — | — | $676K | 8.3% | |
| Voya Retirement Insurance Co. Voya Trgt Solution Tr: 3035 8 n/a | — | — | — | $649K | 7.9% | |
| Voya Retirement Insurance Co. Voya Trgt Solution Tr: 2030 8 n/a | — | — | — | $586K | 7.2% | |
| Voya Retirement Insurance Co. DFA US Large Cap Vl Port Ins n/a | — | — | — | $584K | 7.1% | |
| Voya Retirement Insurance Co. Vangrd Growth Index Fund Adm n/a | — | — | — | $546K | 6.7% | |
| Voya Retirement Insurance Co. Vangrd Sm-Cap Vl Index Fnd Adm n/a | — | — | — | $423K | 5.2% | |
| Voya Retirement Insurance Co. Voya Trgt Solution Tr: 2050 8 n/a | — | — | — | $301K | 3.7% | |
| Voya Retirement Insurance Co. DFA Intl Small Comp Port Ins n/a | — | — | — | $297K | 3.6% | |
| Voya Retirement Insurance Co. Voya Trgt Solution Tr: 2055 8 n/a | — | — | — | $282K | 3.5% | |
| Voya Retirement Insurance Co. DFA Emerging Markets Pt Ins n/a | — | — | — | $259K | 3.2% | |
| Voya Retirement Insurance Co. Lord Abbett Shrt Dur Inc Fd R6 n/a | — | — | — | $227K | 2.8% | |
| Voya Retirement Insurance Co. Vanguard Real Estate Indx Adm n/a | — | — | — | $188K | 2.3% | |
| Voya Retirement Insurance Co. Voya Trgt Solution Tr: 2060 8 n/a | — | — | — | $180K | 2.2% | |
| Voya Retirement Insurance Co. Voya Trgt Solution Tr: 2040 8 n/a | — | — | — | $174K | 2.1% | |
| Voya Retirement Insurance Co. Voya Fixed Account n/a | — | — | — | $164K | 2.0% | |
| Voya Retirement Insurance Co. Voya Trgt Solution Tr: 2045 8 n/a | — | — | — | $155K | 1.9% | |
| Voya Retirement Insurance Co. Lord Abbett Core Plus Bond R6 n/a | — | — | — | $148K | 1.8% | |
| through December 2029. - | — | — | — | $147K | 1.8% | |
| Voya Retirement Insurance Co. Voya Trgt Solution Tr 2065 8 n/a | — | — | — | $100K | 1.2% | |
| Voya Retirement Insurance Co. Vangrd Mid-Cap Index Fund Adm n/a | — | — | — | $68K | 0.8% | |
| Voya Retirement Insurance Co. Voya Trgt Solution Tr: Inc 8 n/a | — | — | — | $47K | 0.6% | |
| Voya Retirement Insurance Co. Vangrd Health Care Ind Fd Adm n/a | — | — | — | $29K | 0.4% | |
| Voya Retirement Insurance Co. DFA Intl Value Portfolio Ins n/a | — | — | — | $23K | 0.3% | |
| Voya Retirement Insurance Co. DFA US Small Cap Portfolio Ins n/a | — | — | — | $16K | 0.2% | |
| Voya Retirement Insurance Co. Lord Abbett Total Return Fd R6 n/a | — | — | — | $12K | 0.1% | |
| Voya Retirement Insurance Co. Voya Gv Mny Mkt F A (Hld Acct) n/a | — | — | — | $1K | <0.1% |
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