Charles F. Farmer IV signed Central Service Association's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Central Service Association's EIN is 64-0132815.
Download the official 2023 Form 5500 (PDF) for Central Service Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Central Service Association's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ RETIREMENT AND INVESTMENT SERV | 31-1582098 | — | ACTUARIAL | $129K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Vng Long Term * Benefit Trust Government Bond Index Admiral | U.S. Treasuries | — | $16.4M | $18.1M | 10.4% | |
| Benefit Trust Baird Funds Core Plus Bond Instl | Other securities | — | $16.3M | $17.6M | 10.0% | |
| Mass Mutual Select Massmutual Select Fds Ttl * Benefit Trust Ret I | Other securities | — | $14.0M | $14.6M | 8.3% | |
| Empower Unallocated insurance contract | Other securities | — | $12.5M | $12.5M | 7.1% | |
| Benefit Trust Vanguard Group Growth Ind Fund Instl | Mutual Funds | — | $7.5M | $10.0M | 5.7% | |
| Benefit Trust Putnam Funds Putnam Large Cap Vaue Fd R6 | Mutual Funds | — | $7.9M | $9.9M | 5.7% | |
| Benefit Trust Pioneer Funds Pioneer Ser Re Xii Grth Y | Other securities | — | $7.6M | $9.7M | 5.6% | |
| Benefit Trust Columbia Dividend Income Institutional3 | Other securities | — | $8.0M | $9.6M | 5.5% | |
| Benefit Trust Victory Sycamore Estbl I | Other securities | — | $8.0M | $9.5M | 5.4% | |
| Benefit Trust Amg Fnd Timesquar Mid Z | Other securities | — | $7.8M | $9.4M | 5.4% | |
| Benefit Trust Putnam Fds Sml Putnam Fds Sml Cp Gwt R6 | Mutual Funds | — | $6.0M | $8.6M | 4.9% | |
| Litman Gregory Funds Trmasters Alternative * Benefit Trust Strat Inst | Other securities | — | $7.9M | $8.4M | 4.8% | |
| Benefit Trust Fidelity Investments Fidelity Total Interntl Index | Mutual Funds | — | $6.4M | $7.7M | 4.4% | |
| Mass Mutual Select Massmutual Select Fds * Benefit Trust Sel Fd 1 | Other securities | — | $6.5M | $7.7M | 4.4% | |
| Benefit Trust Dfa Funds Us Targeted Value I | Mutual Funds | — | $6.2M | $7.7M | 4.4% | |
| Benefit Trust Vanguard Group Reserve Fed Mm Fd | Mutual Funds | — | $4.2M | $4.2M | 2.4% | |
| Vanguard Specialized Div Reit Index Fund * Benefit Trust Adm Shs | Common Collective Trusts | — | $3.1M | $3.9M | 2.2% | |
| Benefit Trust American Funds New World R6 | Mutual Funds | — | $3.3M | $3.9M | 2.2% | |
| Massmutual Premier Massmutual Premier Fds * Benefit Trust Sht Bdi | Other securities | — | $1.3M | $1.4M | 0.8% | |
| Empower Pooled separate accounts | Pooled Separate Accounts | — | $52K | $53K | <0.1% | |
| MASSMUTUAL US GOVT MNY MKT R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $53K | <0.1% | |
| MASSMUTUAL GROWTH OPPS I MASSACHUSETTS MUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTAL MID CAP VALUE I MASSACHUSETTS MUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL BLUE CHIP GROWTH I MASSACHUSETTS MUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL DISCIPLINED VALUE I MASSACHUSETTS MUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO REAL ESTATE R6 MASSACHUSETTS MUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SHORT DURATION BD I MASSACHUSETTS MUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL OVERSEAS I MASSACHUSETTS MUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY TOTAL INT'L INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PARTNERSELECT ALT STRATS INSTL IM GLOBAL PARTNER FD MANAGEMENT · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T. ROWE PRICE NEW HORIZONS I T. ROWE PRICE · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL FUNDAMENTAL VALUE I MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL DIVERSIFIED BOND I MASSACHUSETTS MUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| LONG DURATION BOND (EMPOWER) MASSACHUSETTS MUTUAL · EIN 90-0342299 / PN 215 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL STRAT EMERG MKTS I MASSACHUSETTS MUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL TOTAL RETURN BOND I MASSACHUSETTS MUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL MID CAP GRTH I MASSACHUSETTS MUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SMALL CO VALUE I MASSACHUSETTS MUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CBIZ IAS | 81-3968784 | — | INVESTMENT ADVISOR | $102K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALEXANDER THOMPSON ARNOLD PLLC | 62-1110839 | — | ACCOUNTANT | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CENTRAL SERVICE ASSOCIATION | 64-0132815 | — | EMPLOYER | $16K | — |
