Jaide McGee signed Workforce Concepts 21 Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Workforce Concepts 21 Inc.'s EIN is 83-1746919.
Download the official 2024 Form 5500 (PDF) for Workforce Concepts 21 Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Workforce Concepts 21 Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THURSTON SPRINGER ADVISORS, LLC | — | INDIANAPOLIS, IN | NONE | $7K | — |
| PI | % 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 | Mutual Funds | — | — | $248K | 17.2% | |
| Invesco S&P 500 Index A N/R | Common Collective Trusts | — | — | $215K | 14.9% | |
| American Funds American Funds 2035 Trgt Date Retire R4 N/R | Mutual Funds | — | — | $134K | 9.3% | |
| American Funds American Funds 2055 Trgt Date Retire R4 N/R | Mutual Funds | — | — | $111K | 7.7% | |
| Keeley Small Cap Dividend Value A N/R | Other securities | — | — | $67K | 4.6% | |
| Fully Benefit Responsive Investment Contract * CMFG Life Insurance Company CMFG Stable Value A22 N/R | Stable Value | — | — | $67K | 4.6% | |
| American Funds American Funds 2045 Trgt Date Retire R4 N/R | Mutual Funds | — | — | $56K | 3.9% | |
| BlackRock Global Allocation Inv A N/R | Other securities | — | — | $55K | 3.8% | |
| American Funds Growth Fund of Amer R4 N/R | Mutual Funds | — | — | $47K | 3.3% | |
| American Funds American Funds 2050 Trgt Date Retire R4 N/R | Mutual Funds | — | — | $46K | 3.2% | |
| American Funds American Funds 2025 Trgt Date Retire R4 N/R | Mutual Funds | — | — | $39K | 2.7% | |
| American Funds SMALLCAP World R4 N/R | Mutual Funds | — | — | $35K | 2.4% | |
| American Funds Invmt Co of Amer R4 N/R | Mutual Funds | — | — | $34K | 2.4% | |
| PIMCO Total Return A N/R | Mutual Funds | — | — | $5K | 0.3% | |
| American Funds American Funds 2030 Trgt Date Retire R4 N/R | Mutual Funds | — | — | $3K | 0.2% | |
| First Eagle First Eagle US Value A N/R | Other securities | — | — | $2K | 0.2% | |
| American Funds American Funds Washington Mutual N/R | Mutual Funds | — | — | $2K | 0.1% | |
| Investors Fund American Funds American Funds American Balanced R4 N/R | Mutual Funds | — | — | $2K | 0.1% | |
| American Funds Capital World Gr&Inc R4 N/R | Mutual Funds | — | — | $2K | 0.1% | |
| American Funds American Funds 2020 Trgt Date Retire R4 N/R | Mutual Funds | — | — | $1K | <0.1% | |
| Money Market Fund Vanguard Federal Money Market Fund N/R | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
