Back to filter
Original filing (PDF)20251215125134NAL0001451409001
TEAM STAFFING, LLC
Form 5500
FILING_RECEIVED
TEAM STAFFING, LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
46% in single holding~94 bps in Sched C fees
Active participants
7,305
Accounts w/ balance
782
Plan assets (EOY)
$7.2M
Net assets (EOY)
$7.2M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
81
/ 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
100
Concentration risk
77
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "Mutual of America MoA Clear Passage 2035 Fund" is 46% of plan.
- 94 bps in Schedule C fees — 81% above peer band of 52 bps.
- Only 11% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEAM STAFFING, LLC.
Plan sponsor
Name
TEAM STAFFING, LLC
EIN
84-3126637
Address
2230 S MACARTHUR DRIVE, SUITE 9 · ALEXANDRIA, LA · 71301
Phone
(318) 443-8167
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-03-01
Tax period
2025-02-28
Filed
2025-12-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
OESTRIECHER & COMPANY, CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | — | NEW YORK, NY | RECORD KEEPER | $65K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC. | — | SANTA MONICA, CA | INVESTMENT ADVISORY FEE | $3K | — |
Investments
24 direct securities · 1 pooled fund· $7.2M(100% 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.
Uncategorized
$7.2M
24 holdings
Common Collective Trust
$24K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Mutual of America MoA Clear Passage 2035 Fund | — | — | — | $3.3M | 45.6% | |
| Mutual of America Vanguard Treasury Money Market Investor | — | — | — | $1.1M | 15.9% | |
| Mutual of America MoA Clear Passage 2040 Fund | — | — | — | $832K | 11.5% | |
| Mutual of America MoA Equity Index Fund | — | — | — | $520K | 7.2% | |
| Mutual of America MoA Clear Passage 2045 Fund | — | — | — | $478K | 6.6% | |
| Mutual of America MoA Clear Passage 2050 Fund | — | — | — | $242K | 3.4% | |
| Mutual of America MoA Clear Passage 2030 Fund | — | — | — | $132K | 1.8% | |
| Mutual of America MoA Clear Passage 2055 Fund | — | — | — | $100K | 1.4% | |
| Mutual of America T. Rowe Price Blue Chip Growth I | — | — | — | $98K | 1.4% | |
| Mutual of America MoA Clear Passage 2025 Fund | — | — | — | $79K | 1.1% | |
| Mutual of America Calvert International Responsible Idx R6 | — | — | — | $76K | 1.1% | |
| Mutual of America Vanguard International Growth Adm | — | — | — | $42K | 0.6% | |
| Mutual of America Calvert Bond R6 | — | — | — | $36K | 0.5% | |
| Mutual of America MoA Clear Passage 2060 Fund | — | — | — | $27K | 0.4% | |
| INVESCO STABLE VALUE TRUST A1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Common Collective Trust | — | — | $24K | 0.3% | |
| Mutual of America MoA Mid Cap Equity Index Fund | — | — | — | $24K | 0.3% | |
| Mutual of America MoA Clear Passage 2065 Fund | — | — | — | $19K | 0.3% | |
| Mutual of America Dodge & Cox Stock | — | — | — | $10K | 0.1% | |
| Mutual of America MoA Retirement Income Fund | — | — | — | $7K | 0.1% | |
| Mutual of America Calvert US Large Cap Core Rspnb Idx R6 | — | — | — | $7K | <0.1% | |
| Mutual of America American Funds New World R6 | — | — | — | $7K | <0.1% | |
| Mutual of America BlackRock Mid-Cap Growth Equity K | — | — | — | $4K | <0.1% | |
| Mutual of America Vanguard Real Estate Index Admiral | — | — | — | $3K | <0.1% | |
| Mutual of America Vanguard Total Bond Market Index Adm | — | — | — | $3K | <0.1% | |
| Mutual of America MoA Clear Passage 2020 Fund | — | — | — | $2K | <0.1% |
Related plans
Other plans using MUTUAL OF AMERICA SEC. CORP LLC
MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS
MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS PLAN
$434.6M · 901 participants
MCLARTY AUTOMOTIVE GROUP, LLC
401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF MCLARTY AUTOMOTIVE GROUP, LLC
$67.6M · 1,907 participants
UNITED CEREBRAL PALSY OF NEW
TAX DEFERRED ANNUITY PLAN OF ADAPT COMMUNITY NETWORK
$60.2M · 2,471 participants
WHEELER CLINIC, INC.
WHEELER CLINIC, INC. 403(B) PLAN
$57.3M · 1,180 participants
UNITED CEREBRAL PALSY OF NEW
401K PROFIT SHARING PLAN FOR EMPLOYEES OF ADAPT COMMUNITY NETWORK
$46.4M · 1,332 participants
UNITED CEREBRAL PALSY OF NEW
401K PROFIT SHARING PLAN FOR EMPLOYEES OF ADAPT COMMUNITY NETWORK
$43.8M · 1,332 participants
Similar-size Health Care & Social Assistance plans
EGER LUTHERAN HOMES AND SERVICES, INC.
403(B) TAX-DEFERRED ANNUITY PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC.
$7.2M · 440 participants
ABLEHEARTS COMMUNICATIONS LLC D/B/A ABLEHEARTS CONSULTING SERVICES LLC
ABLEHEARTS HEALTHCARE FOUNDATION 401(K) SAVINGS PLAN
$7.2M · 706 participants
THE WARTBURG HOME
WARTBURG ADULT CARE COMMUNITY 403(B) SAVINGS PLAN
$7.2M · 287 participants
CONTINUING HEALTH CARE SOLUTIONS, INC.
CONTINUING HEALTH CARE SOLUTIONS, INC. 401(K) PLAN
$7.2M · 1,013 participants
NORTHERN MANHATTAN NURSING HOME, INC.
NORTHERN MANHATTAN NURSING HOME, INC. 401(K) PLAN
$7.2M · 42 participants
LOOMIS HOUSE, INC.
THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN
$7.2M · 472 participants
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants