George Atwood signed Centennial Bank, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Centennial Bank, Inc.'s EIN is 62-0198140.
Download the official 2024 Form 5500 (PDF) for Centennial Bank, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Centennial Bank, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $1.7M | 14.5% | |
| Fidelity International Equity Index Fund | Common Collective Trusts | — | — | $1.1M | 9.1% | |
| Fidelity Adv High Inc Advant Z Fund 959 Fidelity LC GR Index Fund | Common Collective Trusts | — | — | $1.0M | 8.7% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $824K | 7.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $778K | 6.6% | |
| JP Morgan JP Morgan Mortgage Backed Securities R6 Fund | Other securities | — | — | $587K | 5.0% | |
| JP Morgan JP Morgan Large Cap Gr R6 Fund | Other securities | — | — | $495K | 4.2% | |
| Neuberger Berman Management, Inc. Neub Berm Large Cap Value R6 Fund | Common Stocks | — | — | $301K | 2.6% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $283K | 2.4% | |
| Vanguard Small Cap Index Adm Fund | Mutual Funds | — | — | $272K | 2.3% | |
| Janus Henderson Janus Henderson Enter N Fund | Mutual Funds | — | — | $251K | 2.1% | |
| American Funds American Funds New Perspective | Mutual Funds | — | — | $225K | 1.9% | |
| Vanguard Small Cap Growth Index | Mutual Funds | — | — | $208K | 1.8% | |
| Vanguard Small Cap Value Index | Mutual Funds | — | — | $194K | 1.6% | |
| Invesco Small Cap Value R6 Fund | Mutual Funds | — | — | $187K | 1.6% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $165K | 1.4% | |
| American Funds New World Fund | Mutual Funds | — | — | $159K | 1.4% | |
| Participants Notes receivable from participants (5.25-10.5%) | Bonds / Notes | — | — | $77K | 0.7% | |
| (E) | Other securities | — | $1K | $77K | 0.7% | |
| (E) | Other securities | — | $1K | $3K | <0.1% | |
| Dimensional Fund Advisors DFA Real Estate Secs I Fund | Mutual Funds | — | — | $3K | <0.1% | |
| JP Morgan JP Morgan Small Cap Blend R6 Fund | Other securities | — | — | $1K | <0.1% | |
| American Century Investment Management AM Cent SD Inf Prt Bd R6 Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FNBB CAPITAL MARKETS | 20-0532898 | — | OTHER SERVICES | $0 | — |
