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Original filing (PDF)20251011055548NAL0004632307001
CENTRAL BANCOMPANY
Form 5500
FILING_RECEIVED
CENTRAL BANCOMPANY TAX REDUCTION THRIFT 401(K) PLAN
401(k) retirement plan
Active participants
2,893
Accounts w/ balance
4,250
Plan assets (EOY)
$400.7M
Net assets (EOY)
$400.7M
How this plan invests
This plan
17 pooled trusts
Schedule D
40 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTRAL BANCOMPANY.
Plan sponsor
Name
CENTRAL BANCOMPANY
EIN
43-0959114
Address
238 MADISON STREET · JEFFERSON CITY, MO · 65101
Phone
(573) 556-6862
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-11
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $281K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. | 43-1451524 | — | CONSULTANT | $72K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BKD, LLP | 44-0160260 | — | ACCOUNTANT | $16K | — |
Investments
23 direct securities · 17 pooled funds· $397.4M(99% 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.
Registered Investment Companies
$266.0M
23 holdings
Common Collective Trust
$131.4M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $70.0M | 17.5% | |
| INVESCO STABLE VALUE TRUST - C INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $26.0M | 6.5% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $24.0M | 6.0% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $23.2M | 5.8% | |
| PRIN LCG FUND I INSTL | Registered Investment Companies | — | — | $22.3M | 5.6% | |
| TRP RET 2050 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $19.7M | 4.9% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $18.6M | 4.6% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $15.9M | 4.0% | |
| TRP RET 2030 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $15.2M | 3.8% | |
| TRP RET 2040 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $14.4M | 3.6% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $13.3M | 3.3% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $10.5M | 2.6% | |
| AMERFUNDS SMALLCAP WORLD R6 | Registered Investment Companies | — | — | $10.3M | 2.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $8.6M | 2.1% | |
| TRP RET 2060 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $8.4M | 2.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $8.3M | 2.1% | |
| GGT EUROPACIFIC GROWTH R1 WILMINGTON TRUST COMPANY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $8.3M | 2.1% | |
| AMERICAN FUNDS CAP INC BLDR R6 | Registered Investment Companies | — | — | $8.2M | 2.1% | |
| TRP RET 2035 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $8.2M | 2.0% | |
| TRP RET 2045 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $6.9M | 1.7% | |
| TRP RET 2055 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $5.9M | 1.5% | |
| TRP RET 2025 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $5.6M | 1.4% | |
| TRP RET 2020 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $5.2M | 1.3% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $4.5M | 1.1% | |
| FEDERATED HERMES GOVT OBL | Registered Investment Companies | — | — | $4.4M | 1.1% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $4.4M | 1.1% | |
| VAN FTSE ALL WLD EX US IDX ADM | Registered Investment Companies | — | — | $3.8M | 0.9% | |
| MID CAP VAL R1 WILMINGTON TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $3.0M | 0.8% | |
| DFA EMG MKT CORE EQ 2 I | Registered Investment Companies | — | — | $2.8M | 0.7% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $2.8M | 0.7% | |
| NEU SMALL CAP GROWTH - INST | Registered Investment Companies | — | — | $2.6M | 0.6% | |
| FIDELITY GNMA | Registered Investment Companies | — | — | $2.5M | 0.6% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $2.1M | 0.5% | |
| BNY MELLON GLOBAL FIXED INC Y | Registered Investment Companies | — | — | $1.8M | 0.4% | |
| TRP RET BALANCED TRUST A T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.4% | |
| PIMCO ALL ASSET I | Registered Investment Companies | — | — | $1.1M | 0.3% | |
| TRP RET 2065 TRUST A T ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.3% | |
| BLACKROCK RUSS 1000 VAL IDX R WILMINGTON TRUST · EIN 81-1009614 / PN 011 | Common Collective Trust | — | — | $802K | 0.2% | |
| TRP RET 2010 TRUST A T, ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $644K | 0.2% | |
| TRP RET 2015 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $403K | 0.1% |