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Original filing (PDF)20251009174609NAL0011505584001
WORKFORCE CONCEPTS 21 INC
Form 5500
FILING_RECEIVED
WORKFORCE CONCEPTS 21 EMPLOYEES SAVINGS TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
118
Accounts w/ balance
111
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORKFORCE CONCEPTS 21 INC.
Plan sponsor
Name
WORKFORCE CONCEPTS 21 INC
EIN
83-1746919
Address
175 E GREG STREET · SPARKS, NV · 89431
Phone
(775) 299-9445
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY, US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THURSTON SPRINGER ADVISORS, LLC | — | INDIANAPOLIS, IN | NONE | $7K | — |
Investments
22 direct securities· $1.4M(100% of reported assets)
Uncategorized
$1.2M
21 holdings
Mutual Funds
$266K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2060 Trgt Date Retire R4 N/R | Mutual Funds | — | — | $266K | 18.5% | |
| American Funds American Funds 2040 Trgt Date Retire R4 N/R | — | — | — | $248K | 17.2% | |
| Invesco S&P 500 Index A N/R | — | — | — | $215K | 14.9% | |
| American Funds American Funds 2035 Trgt Date Retire R4 N/R | — | — | — | $134K | 9.3% | |
| American Funds American Funds 2055 Trgt Date Retire R4 N/R | — | — | — | $111K | 7.7% | |
| Keeley Small Cap Dividend Value A N/R | — | — | — | $67K | 4.6% | |
| Fully Benefit Responsive Investment Contract * CMFG Life Insurance Company CMFG Stable Value A22 N/R | — | — | — | $67K | 4.6% | |
| American Funds American Funds 2045 Trgt Date Retire R4 N/R | — | — | — | $56K | 3.9% | |
| BlackRock Global Allocation Inv A N/R | — | — | — | $55K | 3.8% | |
| American Funds Growth Fund of Amer R4 N/R | — | — | — | $47K | 3.3% | |
| American Funds American Funds 2050 Trgt Date Retire R4 N/R | — | — | — | $46K | 3.2% | |
| American Funds American Funds 2025 Trgt Date Retire R4 N/R | — | — | — | $39K | 2.7% | |
| American Funds SMALLCAP World R4 N/R | — | — | — | $35K | 2.4% | |
| American Funds Invmt Co of Amer R4 N/R | — | — | — | $34K | 2.4% | |
| PIMCO Total Return A N/R | — | — | — | $5K | 0.3% | |
| American Funds American Funds 2030 Trgt Date Retire R4 N/R | — | — | — | $3K | 0.2% | |
| First Eagle First Eagle US Value A N/R | — | — | — | $2K | 0.2% | |
| American Funds American Funds Washington Mutual N/R | — | — | — | $2K | 0.1% | |
| Investors Fund American Funds American Funds American Balanced R4 N/R | — | — | — | $2K | 0.1% | |
| American Funds Capital World Gr&Inc R4 N/R | — | — | — | $2K | 0.1% | |
| American Funds American Funds 2020 Trgt Date Retire R4 N/R | — | — | — | $1K | <0.1% | |
| Money Market Fund Vanguard Federal Money Market Fund N/R | — | — | — | $1K | <0.1% |
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