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Original filing (PDF)20251013141906NAL0002161376001
THE CONWAY NATIONAL BANK
Form 5500
FILING_RECEIVED
THE CONWAY NATIONAL BANK PROFIT-SHARING AND SAVINGS PLAN
401(k) retirement plan
Active participants
227
Accounts w/ balance
297
Plan assets (EOY)
$53.4M
Net assets (EOY)
$53.4M
How this plan invests
This plan
1 pooled trust
Schedule D
25 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
- 21 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CONWAY NATIONAL BANK.
Plan sponsor
Name
THE CONWAY NATIONAL BANK
EIN
57-0146256
Address
1400 THIRD AVENUE · CONWAY, SC · 29526
Phone
(843) 488-8224
Industry
Commercial Banking· Finance & Insurancesee 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
2025-10-13
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
ELLIOTT DAVIS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES | 46-5378846 | — | RECORDKEEPER | $45K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | — | CHARLOTTE, NC | NONE | $66K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
24 direct securities · 1 pooled fund· $53.2M(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.
Uncategorized
$47.4M
24 holdings
Common Collective Trust
$5.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Conway National Bank Certificate of Deposit | — | — | — | $8.8M | 16.5% | |
| Vanguard Institutional Index I | — | — | — | $6.1M | 11.5% | |
| MORLEY STABLE VALUE UNION BOND & TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $5.8M | 10.8% | |
| T. Rowe Price Blue Chip Growth I | — | — | — | $4.5M | 8.5% | |
| CNB Corporation Common Stock | — | — | — | $4.0M | 7.6% | |
| Fidelity Total Bond Fund K6 | — | — | — | $3.8M | 7.2% | |
| Dodge & Cox Stock Fund X | — | — | — | $3.3M | 6.2% | |
| Vanguard Small Cap Growth Index Admiral | — | — | — | $2.5M | 4.7% | |
| Federated Total Return Govt Bond Sv | — | — | — | $2.5M | 4.7% | |
| Victory Sycamore S/C Opp R6 | — | — | — | $2.1M | 4.0% | |
| T. Rowe Price Mid-Cap Value I | — | — | — | $2.1M | 3.9% | |
| American Funds EuroPacific Growth R6 | — | — | — | $2.0M | 3.7% | |
| Vanguard Mid-Cap Growth Index Admiral | — | — | — | $1.9M | 3.5% | |
| MFS International Intrinsic Value R6 | — | — | — | $1.6M | 2.9% | |
| Dodge & Cox Balanced Fund X | — | — | — | $471K | 0.9% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $448K | 0.8% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $333K | 0.6% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $191K | 0.4% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $183K | 0.3% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $101K | 0.2% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $99K | 0.2% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $92K | 0.2% | |
| Vanguard Target Retirement Income Inv | — | — | — | $80K | 0.1% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $72K | 0.1% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $8K | <0.1% |