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Original filing (PDF)20251016110604NAL0012945042001
COUNTY SERVICES, INC.
Form 5500
FILING_RECEIVED
COUNTY SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
~76 bps in Sched C fees
Active participants
96
Accounts w/ balance
118
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
How this plan invests
This plan
24 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 76 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COUNTY SERVICES, INC..
Plan sponsor
Name
COUNTY SERVICES, INC.
EIN
20-5095170
Address
PO BOX 1698 · PLAINVIEW, TX · 79073
Phone
(806) 584-4102
Industry
Manufacturingsee 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
2025-10-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CMMS CPAS & ADVISORS PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICARETIREMENTSOLUTIONSLLC | 13-3689044 | — | RECORDKEEPER | $24K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CWM LLC | 27-4011107 | — | INVESTMENT AD VISORY - PL | $15K | — |
Investments
24 direct securities· $5.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Trgt Date Ret 2035 R6 | — | — | — | $844K | 16.6% | |
| American Funds Trgt Date Ret 2015 R6 | — | — | — | $734K | 14.4% | |
| American Funds Trgt Date Ret 2040 R6 | — | — | — | $711K | 14.0% | |
| American Funds Trgt Date Ret 2025 R6 | — | — | — | $677K | 13.3% | |
| American Funds Trgt Date Ret 2045 R6 | — | — | — | $585K | 11.5% | |
| American Funds Trgt Date Ret 2030 R6 | — | — | — | $430K | 8.4% | |
| American Funds Trgt Date Ret 2050 R6 | — | — | — | $329K | 6.5% | |
| Transamerica Loan Fund | — | — | — | $251K | 4.9% | |
| American Funds Trgt Date Ret 2010 R6 | — | — | — | $214K | 4.2% | |
| American Funds Trgt Date Ret 2055 R6 | — | — | — | $111K | 2.2% | |
| American Funds Trgt Date Ret 2060 R6 | — | — | — | $68K | 1.3% | |
| Vanguard 500 Index Admiral | — | — | — | $34K | 0.7% | |
| American Funds Capital World Bond R6 | — | — | — | $24K | 0.5% | |
| Thornburg Developing World 719 Fidelity Advisor Growth Opps I | — | — | — | $20K | 0.4% | |
| American Funds Trgt Date Ret 2065 R6 | — | — | — | $17K | 0.3% | |
| American Funds Europacific Gr R3 | — | — | — | $16K | 0.3% | |
| Vanguard Total Stock Mkt IDX Admiral | — | — | — | $9K | 0.2% | |
| Vanguard Mid Cap Index Adm | — | — | — | $7K | 0.1% | |
| Hartford Strategic Income R6 | — | — | — | $2K | <0.1% | |
| Wasatch Core Growth Institutional 825 Transamerica Stable Value Focus Option | — | — | — | $2K | <0.1% | |
| American Funds New Perspective R6 847 Transamerica Baron Growth Instl | — | — | — | $2K | <0.1% | |
| Fidelity Advisor Total Bond I | — | — | — | $2K | <0.1% | |
| Transamerica Dodge & Cox Stock | — | — | — | $2K | <0.1% | |
| Vanguard Sm Cap Growth Index Admiral | — | — | — | $1K | <0.1% |
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