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Original filing (PDF)20231009101321NAL0053507218001
CBAI 401(K) MULTIPLE EMPLOYER PLAN OVERSIGHT COMMITTEE
Form 5500
FILING_RECEIVED
CBAI 401(K) MULTIPLE EMPLOYER PLAN ADOPTED BY SAUK VALLEY BANK & TRUST COMPANY
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
16 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CBAI 401(K) MULTIPLE EMPLOYER PLAN OVERSIGHT COMMITTEE.
Plan sponsor
Name
CBAI 401(K) MULTIPLE EMPLOYER PLAN OVERSIGHT COMMITTEE
EIN
46-4093684
Address
901 COMMUNITY DRIVE · SPRINGFIELD, IL · 627035184
Phone
(217) 736-2224
Industry
Finance & Insurancesee all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3475616
City
WHITE PLAINS, NY
Phone
(800) 872-3473
Plan characteristics
Plan number
005
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-09
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANCHECK CPAS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA RETIREMENT SERVICES | 13-3745616 | WHITE PLAINS, NY | RECORDKEEPER | $26K | — |
Investments
16 pooled funds· $0
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| RELIANCE TR STABLE VALUE SER 25157 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 002 | Common Collective Trust | $0 | — |
| STATE ST S&P MIDCAP INDEX FD SER A STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 006 | Common Collective Trust | $0 | — |
| STATE ST S&P 500 INDEX NL SER A STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 097 | Common Collective Trust | $0 | — |
| STATE ST RUSSELL 2000 INDEX SER A STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 013 | Common Collective Trust | $0 | — |
| PASSIVE BD MARKET INDEX NL CL A STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 177 | Common Collective Trust | $0 | — |
| SSGA TARGET RETIREMENT 2050 NL FD A STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 203 | Common Collective Trust | $0 | — |
| SSGA TARGET RETIREMENT 2045 NL FD A STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 201 | Common Collective Trust | $0 | — |
| SSGA TARGET RETIREMENT 2040 NL FD A STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 199 | Common Collective Trust | $0 | — |
| SSGA TARGET RETIREMENT 2035 NL FD A STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 197 | Common Collective Trust | $0 | — |
| SSGA TARGET RETIREMENT 2030 NL FD A STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 195 | Common Collective Trust | $0 | — |
| SSGA TARGET RETIREMENT 2025 NL FD A STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 193 | Common Collective Trust | $0 | — |
| SSGA TARGET RETIREMENT 2020 NL FD A STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 191 | Common Collective Trust | $0 | — |
| STATE ST TARGET RET 2055 NL CL A STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 321 | Common Collective Trust | $0 | — |
| SSGA TARGET RETIREMENT 2060 NL FD A STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 415 | Common Collective Trust | $0 | — |
| STATE STR GLOBAL ADV TR TARGET 2065 STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 043 | Common Collective Trust | $0 | — |
| DAILY EAFE INDEX NON LENDING CL A STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 182 | Common Collective Trust | $0 | — |
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