How big is Comserv Inc.'s plan?

Comserv Inc.'s plan reported $2.2M in assets and 235 participants for 2024.

Original filing (PDF)20250722145218NAL0001451811001

Comserv Inc.

Name: Comserv Inc. — Comserv Inc. 403(b) Plan, Form 5500 (2024)
Creator: Comserv Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Comserv Inc. 403(b) Plan

403(b) retirement plan · Comserv Inc.'s Comserv Inc. 403(b) Plan held $2.2M in plan assets for 235 participants in 2024, with OneAmerica as recordkeeper.

Signals · 1

25% in single holding

Active participants

235

Accounts w/ balance

119

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Marlene Owensby signed Comserv Inc.'s 2024 Form 5500 as plan administrator.

Marlene Owensby — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Comserv Inc.'s EIN is 56-1717932.

EIN 56-1717932

Plan number 001

Plan year 2024

ACK ID 20250722145218NAL0001451811001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Comserv Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Comserv Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMSERV INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Below-peer total plan cost (97th percentile).

Plan sponsor

Name

COMSERV INC.

EIN

all filings

Address

P.O. BOX 1080 · LENOIR, NC · 286451080

Phone

(828) 757-0209

Industry

Health Care & Social Assistance

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

2025-07-22

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

C. RANDOLPH CPA PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	—	NONE	$180	—

Investments

28 direct securities · 1 pooled fund· $4.2M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$2.0M

1 holding

Other securities

$1.6M

16 holdings

Common Collective Trusts

$300K

2 holdings

Common Stocks

$151K

1 holding

Mutual Funds

$86K

6 holdings

Cash / Money Market

$41K

1 holding

Stable Value

$28K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

American Century$1.0M State Street / SPDR$292K Goldman Sachs$41K Prudential / PGIM$21K TIAA / Nuveen$11K Invesco$4K

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Bonds / Notes

$8K

1 holding

					% of plan
SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	—	—	$2.0M	91.2%
AMERICAN CENTURY AMERCENT ONE CHOICE 2025 INV MUTUAL FUND SHARES 0	Other securities	—	—	$555K	25.3%
AB LARGE CAP GROWTH ADVISOR MUTUAL FUND SHARES 0	Other securities	—	—	$406K	18.5%
STATE STREET STATE STREET EQUTY 500 IDX ADM MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$292K	13.3%
AMERICAN UNITED LIFE INS CO AUL FIXED ACCOUNT 0	Common Stocks	—	—	$151K	6.9%
AMERICAN CENTURY AMERCENT ONE CHOICE 2040 INV MUTUAL FUND SHARES 0	Other securities	—	—	$131K	6.0%
AMERICAN CENTURY AMERCENT ONE CHOICE 2045 INV MUTUAL FUND SHARES 0	Other securities	—	—	$75K	3.4%
MFS VAL A MUTUAL FUND SHARES 0	Mutual Funds	—	—	$75K	3.4%
AB SMCAP GRTH R MUTUAL FUND SHARES 0	Other securities	—	—	$70K	3.2%
AMERICAN CENTURY AMERCENT ONE CHOICE 2035 INV MUTUAL FUND SHARES 0	Other securities	—	—	$70K	3.2%
AMERICAN CENTURY AMERCENT ONE CHOICE 2030 INV MUTUAL FUND SHARES 0	Other securities	—	—	$59K	2.7%
AMERICAN CENTURY AMERCENT ONE CHOICE IN RET INV MUTUAL FUND SHARES 0	Other securities	—	—	$54K	2.4%
DEUTSCHE DWS REAL ESTATE SECS S MUTUAL FUND SHARES 0 586 GOLDMAN SACHS GOLDMANSACHS MONEY MKT GVT AD MUTUAL FUND SHARES 0	Cash / Money Market	—	—	$41K	1.9%
AMERICAN CENTURY AMERCENT ONE CHOICE 2055 INV MUTUAL FUND SHARES 0	Other securities	—	—	$30K	1.4%
COLUMBIA SMCAP INDX A MUTUAL FUND SHARES 0 905 COLUMBIA SMCAP VALUE II A MUTUAL FUND SHARES 0	Other securities	—	—	$29K	1.3%
AMERICAN CENTURY AMERCENT MIDCAP VAL INV MUTUAL FUND SHARES 0	Other securities	—	—	$28K	1.3%
AMERICAN UNITED LIFE INS CO AUL STABLE VALUE ACCOUNT 0	Stable Value	—	—	$28K	1.3%
AMERICAN CENTURY AMERCENT ONE CHOICE 2050 INV MUTUAL FUND SHARES 0	Other securities	—	—	$23K	1.0%
PRUDENTIAL PGIM HIGH-YIELD Z MUTUAL FUND SHARES 0	Other securities	—	—	$21K	0.9%
AMERICAN CENTURY AMERCENT ONE CHOICE 2060 INV MUTUAL FUND SHARES 0	Other securities	—	—	$16K	0.7%
AMERICAN CENTURY AMERCENT ONE CHOICE 2065 INV MUTUAL FUND SHARES 0	Other securities	—	—	$9K	0.4%
NUVEEN INTL EQ IDX RETIRE MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$8K	0.4%
PARTICIPANTS LOANS 5.5% TO 5.5% 0	Bonds / Notes	—	—	$8K	0.3%
INVESCO DEVELOPING MKTS A MUTUAL FUND SHARES 0	Mutual Funds	—	—	$3K	0.2%
MFS INTL NEW DISCOVERY A MUTUAL FUND SHARES 0	Mutual Funds	—	—	$3K	0.1%
NUVEEN BOND INDEX RET MUTUAL FUND SHARES 0	Mutual Funds	—	—	$3K	0.1%
COLUMBIA MIDCAP INDX A MUTUAL FUND SHARES 0	Other securities	—	—	$2K	<0.1%
MFS MIDCAP GRTH A MUTUAL FUND SHARES 0	Mutual Funds	—	—	$2K	<0.1%
INVESCO CORE BOND Y MUTUAL FUND SHARES 0	Mutual Funds	—	—	$1K	<0.1%

1–29 of 29

Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan

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