Back to filter
Original filing (PDF)20250731053622NAL0005588849001
SERVERCENTRAL LLC
Form 5500
FILING_RECEIVED
SERVERCENTRAL LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
168
Accounts w/ balance
143
Plan assets (EOY)
$18.2M
Net assets (EOY)
$18.2M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SERVERCENTRAL LLC.
Plan sponsor
Name
SERVERCENTRAL LLC
EIN
36-4360699
Address
2200 BUSSE RD · ELK GROVE VILLAGE, IL · 60007
Phone
(312) 268-9239
Industry
Professional & Technical Servicessee 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
2025-07-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MILLER COOPER & CO LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $8K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
30 direct securities· $18.0M(99% of reported assets)
Registered Investment Companies
$17.3M
29 holdings
Uncategorized
$681K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $4.0M | 22.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.4M | 7.6% | |
| VANGUARD GROWTH & INCOME ADMIR | Registered Investment Companies | — | — | $1.4M | 7.5% | |
| NUVEEN LG CAP GROWTH R6 | Registered Investment Companies | — | — | $1.3M | 6.9% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $945K | 5.2% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $864K | 4.8% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $780K | 4.3% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $728K | 4.0% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $726K | 4.0% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | — | — | — | $681K | 3.8% | |
| VANGUARD TAX-MNGD SM CAP ADM | Registered Investment Companies | — | — | $608K | 3.3% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $603K | 3.3% | |
| DFA EMG MKT CORE EQ 2 I | Registered Investment Companies | — | — | $598K | 3.3% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $536K | 3.0% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $471K | 2.6% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $395K | 2.2% | |
| PRINCIPAL MID CAP FUND R6 | Registered Investment Companies | — | — | $385K | 2.1% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $367K | 2.0% | |
| DFA INTL SMALL CAP GR INST | Registered Investment Companies | — | — | $341K | 1.9% | |
| VAN MORTG BK SEC IDX ADM | Registered Investment Companies | — | — | $278K | 1.5% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $197K | 1.1% | |
| DODGE & COX INCOME I | Registered Investment Companies | — | — | $144K | 0.8% | |
| PGIM HIGH YIELD - Z | Registered Investment Companies | — | — | $139K | 0.8% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $135K | 0.7% | |
| VANGUARD SHRT TERM FED-ADMIRAL | Registered Investment Companies | — | — | $43K | 0.2% | |
| VANGUARD GNMA ADM | Registered Investment Companies | — | — | $28K | 0.2% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $24K | 0.1% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $11K | <0.1% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $3K | <0.1% |
Related plans
Other plans using ADP, INC.
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND
NATIONAL ELECTRICAL BENEFIT FUND
$20.4B · 343,794 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
$19.6B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
$12.7B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
$11.5B · 56,128 participants
Similar-size Professional & Technical Services plans
RIVERSIDE TECHNOLOGIES, INC.
RTI 401(K) PLAN
$18.2M · 302 participants
ZUKEN USA, INC.
ZUKEN USA, INC. 401(K) SAVINGS AND INVESTMENT PLAN
$18.1M · 63 participants
KITEWORKS USA LLC
KITEWORKS USA LLC 401(K) PLAN
$18.2M · 124 participants
COMMURE, INC.
COMMURE, INC. 401(K) PLAN
$18.3M · 782 participants
MARK III SYSTEMS, INC.
MARK III SYSTEMS 401K PLAN
$18.3M · 45 participants
SUBSYSTEM TECHNOLOGIES, INC.
SUBSYSTEM TECHNOLOGIES, INC. 401(K) PLAN
$18.0M · 241 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B