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Original filing (PDF)20250723090153NAL0001746435001
CENTRAL SERVICE ASSOCIATION
Form 5500
FILING_RECEIVED
CENTRAL SERVICE ASSOCIATION 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
155
Accounts w/ balance
173
Plan assets (EOY)
$13.0M
Net assets (EOY)
$13.0M
How this plan invests
This plan
30 pooled trusts
Schedule D
44 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTRAL SERVICE ASSOCIATION.
Plan sponsor
Name
CENTRAL SERVICE ASSOCIATION
EIN
64-0132815
Address
93 COLEY ROAD · TUPELO, MS · 38803
Phone
(662) 842-5962
Industry
Admin Support & Waste Mgmtsee 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
2025-07-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ATA, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALEXANDER THOMPSON ARNOLD | 62-1110839 | PARIS, TN | SERVICE PROVIDER | $6K | — |
| CENTRAL SERVICE ASSOCIATION | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
| VOYA RETIREMENT INSURANCE | 71-0294708 | HARTFORD, CT | SERVICE PROVIDER | $0 | — |
Investments
14 direct securities · 30 pooled funds· $19.6M(100% 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.
Pooled Separate Account
$13.0M
30 holdings
Uncategorized
$6.6M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| OR SIMILAR PARTY MATURITY DATE, RATE OF INTEREST, VALUE COLLARTERAL, PAR OR MATURITY VALUE Pooled separate accounts * Voya Retirement Insurance & Annuity Company Vanguard Institutional Target Retirement 2035 | — | — | — | $1.7M | 13.2% | |
| VANGRD TRGT RETIRE 2035 FD CENTRAL SERVICE ASSOCIATION · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $1.7M | 13.2% | |
| VOYA FIXED PLUS ACCOUNT III CENTRAL SERVICE ASSOCIATION · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $1.6M | 12.4% | |
| VANGRD GROWTH INDEX FUND ADM CENTRAL SERVICE ASSOCIATION · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $1.4M | 11.0% | |
| Voya Retirement Insurance & Annuity Company Vanguard Institutional Target Retirement 2045 | — | — | — | $1.3M | 10.2% | |
| VANGRD TRGT RETIRE 2045 FD CENTRAL SERVICE ASSOCIATION · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $1.3M | 10.2% | |
| Voya Retirement Insurance & Annuity Company Vanguard Institutional Target Retirement 2025 | — | — | — | $900K | 6.9% | |
| VANGRD TRGT RETIRE 2025 FD CENTRAL SERVICE ASSOCIATION · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $900K | 6.9% | |
| VANGRD LARGE-CAP INDEX FD ADM CENTRAL SERVICE ASSOCIATION · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $898K | 6.9% | |
| Voya Retirement Insurance & Annuity Company New Perspective Fund | — | — | — | $749K | 5.8% | |
| AMERICAN FUNDS NW PRSPCTV R6 CENTRAL SERVICE ASSOCIATION · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $749K | 5.8% | |
| VANGRD MID-CAP INDEX FUND ADM CENTRAL SERVICE ASSOCIATION · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $683K | 5.3% | |
| Voya Retirement Insurance & Annuity Company Vanguard Institutional Target Retirement 2055 | — | — | — | $615K | 4.7% | |
| VANGRD TRGT RETIRE 2055 FD CENTRAL SERVICE ASSOCIATION · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $615K | 4.7% | |
| VANGRD EQUITY INCOME FUND ADM CENTRAL SERVICE ASSOCIATION · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $529K | 4.1% | |
| VANGRD BALANCED INDEX FND ADM CENTRAL SERVICE ASSOCIATION · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $521K | 4.0% | |
| Voya Retirement Insurance & Annuity Company Vanguard Institutional Target Retirement Income | — | — | — | $517K | 4.0% | |
| VANGRD TRGT RETIRE INC FD CENTRAL SERVICE ASSOCIATION · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $517K | 4.0% | |
| VANGRD SMALL-CAP INDEX FND ADM CENTRAL SERVICE ASSOCIATION · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $292K | 2.3% | |
| X VOYA Vangrd Small-Cap Index Fnd Adm | — | — | — | $292K | 2.3% | |
| CARILLON EAGLE SM CAP GRW R6 CENTRAL SERVICE ASSOCIATION · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $219K | 1.7% | |
| Voya Retirement Insurance & Annuity Company Vanguard Institutional Target Retirement 2060 | — | — | — | $192K | 1.5% | |
| VANGRD TRGT RETIRE 2060 FD CENTRAL SERVICE ASSOCIATION · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $192K | 1.5% | |
| VOYA INTERMEDIATE BOND FUND R6 CENTRAL SERVICE ASSOCIATION · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $185K | 1.4% | |
| PGIM HIGH YIELD FUND R6 CENTRAL SERVICE ASSOCIATION · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $116K | 0.9% | |
| DFA US LARGE COMP PORT INS CENTRAL SERVICE ASSOCIATION · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $114K | 0.9% | |
| Voya Retirement Insurance & Annuity Company Vanguard Institutional Target Retirement 2030 | — | — | — | $68K | 0.5% | |
| VANGRD TRGT RETIRE 2030 FD CENTRAL SERVICE ASSOCIATION · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $68K | 0.5% | |
| Voya Retirement Insurance & Annuity Company Europacific Growth Fund | — | — | — | $65K | 0.5% | |
| AMERICAN FUNDS EUROPACIFIC R6 CENTRAL SERVICE ASSOCIATION · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $65K | 0.5% | |
| Voya Retirement Insurance & Annuity Company Vanguard Institutional Target Retirement 2065 | — | — | — | $51K | 0.4% | |
| VANGRD TRGT RETIRE 2065 FD CENTRAL SERVICE ASSOCIATION · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $51K | 0.4% | |
| Voya Retirement Insurance & Annuity Company Vanguard Institutional Target Retirement 2050 | — | — | — | $38K | 0.3% | |
| VANGRD TRGT RETIRE 2050 FD CENTRAL SERVICE ASSOCIATION · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $38K | 0.3% | |
| Voya Retirement Insurance & Annuity Company Vanguard Institutional Target Retirement 2040 | — | — | — | $37K | 0.3% | |
| VANGRD TRGT RETIRE 2040 FD CENTRAL SERVICE ASSOCIATION · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $37K | 0.3% | |
| VANGRD MID-CAP VL INDX FND ADM CENTRAL SERVICE ASSOCIATION · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $35K | 0.3% | |
| X VOYA Vangrd Mid-Cap Vl Indx Fnd Adm | — | — | — | $35K | 0.3% | |
| DFA US TARGETED VL PORT INS CENTRAL SERVICE ASSOCIATION · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $24K | 0.2% | |
| VANGRD TOT INT STK IN F ADM CENTRAL SERVICE ASSOCIATION · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $17K | 0.1% | |
| FRANKLIN UTILITIES FUND R6 CENTRAL SERVICE ASSOCIATION · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $15K | 0.1% | |
| VANGRD MD-CAP GRW INDEX FD ADM CENTRAL SERVICE ASSOCIATION · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $15K | 0.1% | |
| VANGRD TRGT RETIRE 2070 FD CENTRAL SERVICE ASSOCIATION · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $3K | <0.1% | |
| COHEN&STEERS INST RL SHARES CENTRAL SERVICE ASSOCIATION · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $1K | <0.1% |
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