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Original filing (PDF)20251013095630NAL0000461555001
CENTRAL MANAGEMENT CONCEPTS, LLC
Form 5500
FILING_RECEIVED
CENTRAL MANAGEMENT CONCEPTS, LLC PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
34% in single holdingNo recordkeeper disclosed
Active participants
510
Accounts w/ balance
429
Plan assets (EOY)
$19.0M
Net assets (EOY)
$19.0M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
83
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Minnesota Life Insurance Company Securian AM S&P 500 Index" is 34% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTRAL MANAGEMENT CONCEPTS, LLC.
Plan sponsor
Name
CENTRAL MANAGEMENT CONCEPTS, LLC
EIN
04-3744708
Address
5020 KEYSTONE BLVD · COVINGTON, LA · 70433
Phone
(985) 893-2240
Industry
Offices of Dentists· Health Care & Social Assistancesee 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
2025-10-13
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
DYAS & ASSOCIATES, CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $54K | — |
Investments
25 direct securities · 1 pooled fund· $36.7M(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
$19.0M
25 holdings
Pooled Separate Account
$17.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $17.7M | 92.9% | |
| Minnesota Life Insurance Company Securian AM S&P 500 Index | — | — | — | $6.5M | 34.4% | |
| Minnesota Life Insurance Company Nuveen Intl EQ IDX R6 | — | — | — | $2.6M | 13.7% | |
| Minnesota Life Insurance Company Vanguard Interm Bond IDX Adm | — | — | — | $2.2M | 11.8% | |
| Minnesota Life Insurance Company Vanguard Sm-Cap Gro Ind Adm | — | — | — | $1.2M | 6.3% | |
| Minnesota Life Insurance Company Vanguard Sm-Cap Val Ind Value | — | — | — | $901K | 4.7% | |
| Minnesota Life Insurance Company MN Life Guaranteed Return Acct | — | — | — | $705K | 3.7% | |
| Participant Loans Various maturity dates. Interest rates | — | — | — | $635K | 3.3% | |
| Minnesota Life Insurance Company JPMorgan Large Cap Value R6 | — | — | — | $519K | 2.7% | |
| Minnesota Life Insurance Company ClearBridge Large Cap Growth | — | — | — | $499K | 2.6% | |
| Minnesota Life Insurance Company Dodge & Cox International Stock Fund | — | — | — | $427K | 2.2% | |
| Minnesota Life Insurance Company Janus Henderson Balanced A | — | — | — | $425K | 2.2% | |
| Minnesota Life Insurance Company Loomis Sayles Inv Gr Bond | — | — | — | $319K | 1.7% | |
| Minnesota Life Insurance Company JPMorgan Large Cap Growth | — | — | — | $282K | 1.5% | |
| Minnesota Life Insurance Company BNY Mellon Natural Resources | — | — | — | $262K | 1.4% | |
| Minnesota Life Insurance Company Amer Funds New World Fund, R6 | — | — | — | $246K | 1.3% | |
| Minnesota Life Insurance Company Janus Henderson Small Cap Val | — | — | — | $226K | 1.2% | |
| Minnesota Life Insurance Company ClearBridge Intl GR A | — | — | — | $192K | 1.0% | |
| Minnesota Life Insurance Company Vanguard Lifestrategy Mod Gro ** - * Minnesota Life Insurance Company Vanguard Extended Market IDX Adm | — | — | — | $185K | 1.0% | |
| Minnesota Life Insurance Company Cohen & Steers RE | — | — | — | $150K | 0.8% | |
| Minnesota Life Insurance Company Macquarie Small Cap Growth | — | — | — | $150K | 0.8% | |
| Minnesota Life Insurance Company DFA U.S. Small Cap Portfolio | — | — | — | $90K | 0.5% | |
| Minnesota Life Insurance Company MFS Mid Cap Growth | — | — | — | $71K | 0.4% | |
| Minnesota Life Insurance Company T. Rowe Price Health Sciences | — | — | — | $62K | 0.3% | |
| Minnesota Life Insurance Company DFA Infl-Protected Sec Port, I | — | — | — | $38K | 0.2% | |
| Minnesota Life Insurance Company American Century Mid Cap Value | — | — | — | $37K | 0.2% |