Original filing (PDF)20250725120046NAL0005800721001

Southern Mississippi Planning and Development District

Name: Southern Mississippi Planning and Development District — Form 5500 Plan 002 (2024)
Creator: Southern Mississippi Planning and Development District
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Southern Mississippi Planning and Development District Defined Contribution Pension Plan

Defined-contribution retirement plan · Southern Mississippi Planning and Development District's Southern Mississippi Planning and Development District Defined Contribution Pension Plan held $11.3M in plan assets for 158 participants in 2024.

Signals · 2

29% in single holdingNo recordkeeper disclosed

Active participants

158

Accounts w/ balance

238

Plan assets (EOY)

$11.3M

Net assets (EOY)

$11.3M

People on this filing

Leonard Bentz signed Southern Mississippi Planning and Development District's 2024 Form 5500 as plan administrator.

Leonard Bentz — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Southern Mississippi Planning and Development District's EIN is 64-0441554.

EIN 64-0441554

Plan number 002

Plan year 2024

ACK ID 20250725120046NAL0005800721001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southern Mississippi Planning and Development District from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southern Mississippi Planning and Development District's plan includes money-purchase contributions, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT.

Finding similar companies…

How this plan invests

This plan

50 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (88th percentile).

Plan sponsor

Name

SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT

EIN

all filings

Address

10441 CORPORATE DRIVE · SUITE 1 · GULFPORT, MS · 39503

Phone

(228) 314-1459

Industry

Other Services (ex. Public Admin)

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

2025-07-25

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

TMH

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
VARIABLE ANNUITY LIFE INSURANCE CO	74-1625348	—	NONE	$3K	—

Investments

50 direct securities· $11.3M(100% of reported assets)

Pooled Separate Accounts

$7.2M

48 holdings

Other securities

$4.1M

2 holdings

					% of plan
VALIC General Account Fixed Account Plus	Other securities	—	—	$3.2M	28.7%
VALIC Separate Account A Small Cap Value Fund 53 * VALIC Separate Account A Stock Index Fund	Pooled Separate Accounts	—	—	$1.5M	13.3%
VALIC Separate Account A Science & Technology Fund	Pooled Separate Accounts	—	—	$990K	8.8%
VALIC General Account Short Term Fixed Account	Other securities	—	—	$862K	7.6%
VALIC Separate Account A Mid Cap Index Fund	Pooled Separate Accounts	—	—	$620K	5.5%
VALIC Separate Account A Systematic Value	Pooled Separate Accounts	—	—	$483K	4.3%
VALIC Separate Account A Vanguard Wellington Fund Inc	Pooled Separate Accounts	—	—	$403K	3.6%
VALIC Separate Account A Nasdaq-100 (R) Index Fund	Pooled Separate Accounts	—	—	$354K	3.1%
VALIC Separate Account A Mid Cap Strategic Value Gwth Fund	Pooled Separate Accounts	—	—	$337K	3.0%
VALIC Separate Account A Small Cap Index Fund	Pooled Separate Accounts	—	—	$280K	2.5%
VALIC Separate Account A Vanguard Lifestrategy Conser	Pooled Separate Accounts	—	—	$272K	2.4%
VALIC Separate Account A International Equities Index Fund	Pooled Separate Accounts	—	—	$233K	2.1%
VALIC Separate Account A T Rowe Price Retirmnt 2050 ADV	Pooled Separate Accounts	—	—	$180K	1.6%
VALIC Separate Account A High Yield Bond Fund	Pooled Separate Accounts	—	—	$152K	1.3%
VALIC Separate Account A Moderate Growth Lifestyle	Pooled Separate Accounts	—	—	$121K	1.1%
VALIC Separate Account A Aggressive Growth Lifestyle	Pooled Separate Accounts	—	—	$92K	0.8%
VALIC Separate Account A Vanguard Windsor II	Pooled Separate Accounts	—	—	$85K	0.8%
VALIC Separate Account A T Rowe Price Retirmnt 2025 ADV	Pooled Separate Accounts	—	—	$82K	0.7%
VALIC Separate Account A Systematic Growth Fund	Pooled Separate Accounts	—	—	$76K	0.7%
VALIC Separate Account A Core Bond Fund	Pooled Separate Accounts	—	—	$75K	0.7%
VALIC Separate Account A Emerging Economies	Pooled Separate Accounts	—	—	$66K	0.6%
VALIC Separate Account A T Rowe Price Retirmnt 2040 ADV	Pooled Separate Accounts	—	—	$64K	0.6%
VALIC Separate Account A GS VIT Government Money Market Fund	Pooled Separate Accounts	—	—	$60K	0.5%
VALIC Separate Account A Intl Socially Responsible Fund	Pooled Separate Accounts	—	—	$55K	0.5%
VALIC Separate Account A Ariel Fund	Pooled Separate Accounts	—	—	$54K	0.5%
VALIC Separate Account A T Rowe Price Retirmnt 2035 ADV	Pooled Separate Accounts	—	—	$48K	0.4%
VALIC Separate Account A U.S. Socially Responsible Fund	Pooled Separate Accounts	—	—	$48K	0.4%
VALIC Separate Account A T Rowe Price Retirmnt 2060 ADV	Pooled Separate Accounts	—	—	$44K	0.4%
VALIC Separate Account A T Rowe Price Retirmnt 2045 ADV	Pooled Separate Accounts	—	—	$40K	0.4%
VALIC Separate Account A Intl Opportunities	Pooled Separate Accounts	—	—	$39K	0.3%
VALIC Separate Account A Small Cap Growth Fund	Pooled Separate Accounts	—	—	$32K	0.3%
VALIC Separate Account A Systematic Core Fund	Pooled Separate Accounts	—	—	$31K	0.3%
VALIC Separate Account A T Rowe Price Retirmnt 2030 ADV	Pooled Separate Accounts	—	—	$27K	0.2%
VALIC Separate Account A T Rowe Price Retirmnt 2020 ADV	Pooled Separate Accounts	—	—	$26K	0.2%
VALIC Separate Account A International Value Fund	Pooled Separate Accounts	—	—	$26K	0.2%
VALIC Separate Account A Global Real Estate Fund	Pooled Separate Accounts	—	—	$25K	0.2%
VALIC Separate Account A Mid Cap Value Fund	Pooled Separate Accounts	—	—	$24K	0.2%
VALIC Separate Account A Government Securities Fund	Pooled Separate Accounts	—	—	$24K	0.2%
VALIC Separate Account A Dividend Value	Pooled Separate Accounts	—	—	$19K	0.2%
VALIC Separate Account A VALIC I Capital Appreciation	Pooled Separate Accounts	—	—	$17K	0.1%
VALIC Separate Account A Invesco Bal Risk Commod Str R5	Pooled Separate Accounts	—	—	$14K	0.1%
VALIC Separate Account A Inflation Protected Fund	Pooled Separate Accounts	—	—	$14K	0.1%
VALIC Separate Account A VALIC I Conservative Growth Lifestyle	Pooled Separate Accounts	—	—	$10K	<0.1%
VALIC Separate Account A Large Capital Growth	Pooled Separate Accounts	—	—	$10K	<0.1%
VALIC Separate Account A Vanguard LT Inv-Grade Fund	Pooled Separate Accounts	—	—	$9K	<0.1%
VALIC Separate Account A Vanguard Long-Term Treasury	Pooled Separate Accounts	—	—	$8K	<0.1%
VALIC Separate Account A International Growth Fund	Pooled Separate Accounts	—	—	$5K	<0.1%
VALIC Separate Account A Vanguard Lifestrategy Growth	Pooled Separate Accounts	—	—	$4K	<0.1%
VALIC Separate Account A Global Strategy	Pooled Separate Accounts	—	—	$3K	<0.1%
VALIC Separate Account A T Rowe Price Retirmnt 2055 ADV	Pooled Separate Accounts	—	—	$2K	<0.1%