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Original filing (PDF)20251014132537NAL0003022305001
BOLIVAR CTY. COM. ACTION PROGRAM
Form 5500
FILING_RECEIVED
BOLIVAR COUNTY HEADSTART RETIREMENT PROGRAM
Defined-contribution retirement plan
Signals · 2
91% in single holdingNo recordkeeper disclosed
Active participants
209
Accounts w/ balance
236
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
How this plan invests
This plan
1 pooled trust
Schedule D
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
75
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Minnesota Life Insurance Company General Account 1 Insurance Contract" is 91% of plan.
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOLIVAR CTY. COM. ACTION PROGRAM.
Plan sponsor
Name
BOLIVAR CTY. COM. ACTION PROGRAM
EIN
64-0434535
Address
190 N MARTIN LUTHER KING DRIVE · CLEVELAND, MS · 38732
Phone
(662) 846-1491
Industry
Educational Servicessee all
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
2025-10-14
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WATKINS, WARD AND STAFFORD, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 1547 FAIRWOOD DRIVE | 93-1253576 | — | NONE | $41K | — |
Investments
6 direct securities · 1 pooled fund· $11.0M(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.
Uncategorized
$10.5M
6 holdings
Pooled Separate Account
$521K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Minnesota Life Insurance Company General Account 1 Insurance Contract | — | — | — | $9.5M | 90.9% | |
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $521K | 5.0% | |
| Notes Receivable From Participants various maturity dates | — | — | — | $453K | 4.3% | |
| T. Rowe Price Small Cap Stock PSA | — | — | — | $422K | 4.0% | |
| Schwab Fundamental US Large Company Index PSA | — | — | — | $62K | 0.6% | |
| JPMorgan Large Cap Growth PSA | — | — | — | $35K | 0.3% | |
| Columbia Contrarian Core PSA | — | — | — | $2K | <0.1% |
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