Leonard Bentz signed Southern Mississippi Planning and Development District's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southern Mississippi Planning and Development District's EIN is 64-0441554.
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)Southern Mississippi Planning and Development District's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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 |
|---|---|---|---|---|---|
| VARIABLE ANNUITY LIFE INSURANCE CO | 74-1625348 | — | NONE | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VALIC General Account Fixed Account Plus | Other securities | — | — | $1.0M | 27.5% | |
| VALIC Separate Account A Small Cap Value Fund 301 * VALIC Separate Account A Stock Index Fund | Pooled Separate Accounts | — | — | $498K | 13.1% | |
| VALIC Separate Account A Science & Technology Fund | Pooled Separate Accounts | — | — | $290K | 7.6% | |
| VALIC General Account Short Term Fixed Account | Other securities | — | — | $279K | 7.3% | |
| VALIC Separate Account A Mid Cap Index Fund | Pooled Separate Accounts | — | — | $236K | 6.2% | |
| VALIC Separate Account A Vanguard Wellington Fund Inc | Pooled Separate Accounts | — | — | $230K | 6.1% | |
| VALIC Separate Account A Small Cap Index Fund | Pooled Separate Accounts | — | — | $120K | 3.2% | |
| VALIC Separate Account A International Equities Index Fund | Pooled Separate Accounts | — | — | $98K | 2.6% | |
| Participant loans Rates range from 1.00% to 2.75% | Bonds / Notes | — | — | $89K | 2.3% | |
| VALIC Separate Account A High Yield Bond Fund | Pooled Separate Accounts | — | — | $87K | 2.3% | |
| VALIC Separate Account A Nasdaq-100(R) Index Fund | Pooled Separate Accounts | — | — | $69K | 1.8% | |
| VALIC Separate Account A Mid Cap Strategic Gwth | Pooled Separate Accounts | — | — | $67K | 1.8% | |
| VALIC Separate Account A T Rowe Price Retirement 2060 Adv | Pooled Separate Accounts | — | — | $63K | 1.6% | |
| VALIC Separate Account A Systematic Value | Pooled Separate Accounts | — | — | $61K | 1.6% | |
| VALIC Separate Account A Vanguard Windsor II | Pooled Separate Accounts | — | — | $59K | 1.5% | |
| VALIC Separate Account A T Rowe Price Retirement 2035 Adv | Pooled Separate Accounts | — | — | $44K | 1.2% | |
| VALIC Separate Account A Systematic Growth Fund | Pooled Separate Accounts | — | — | $40K | 1.1% | |
| VALIC Separate Account A Moderate Growth Lifestyle | Pooled Separate Accounts | — | — | $38K | 1.0% | |
| VALIC Separate Account A Core Bond Fund | Pooled Separate Accounts | — | — | $35K | 0.9% | |
| VALIC Separate Account A Aggressive Growth Lifestyle | Pooled Separate Accounts | — | — | $34K | 0.9% | |
| VALIC Separate Account A Mid Cap Value Fund | Pooled Separate Accounts | — | — | $27K | 0.7% | |
| VALIC Separate Account A Small Cap Growth Fund | Pooled Separate Accounts | — | — | $26K | 0.7% | |
| VALIC Separate Account A Dividend Value 79 * VALIC Separate Account A Emerging Economies | Pooled Separate Accounts | — | — | $25K | 0.7% | |
| VALIC Separate Account A U.S. Socially Responsible Fund | Pooled Separate Accounts | — | — | $21K | 0.6% | |
| VALIC Separate Account A International Opportunities | Pooled Separate Accounts | — | — | $21K | 0.5% | |
| VALIC Separate Account A T Rowe Price Retirement 2045 Adv | Pooled Separate Accounts | — | — | $20K | 0.5% | |
| VALIC Separate Account A Small Cap Special Value Fund | Pooled Separate Accounts | — | — | $19K | 0.5% | |
| VALIC Separate Account A T Rowe Price Retirement 2040 Adv | Pooled Separate Accounts | — | — | $16K | 0.4% | |
| VALIC Separate Account A T Rowe Price Retirement 2030 Adv | Pooled Separate Accounts | — | — | $14K | 0.4% | |
| VALIC Separate Account A Global Real Estate Fund | Pooled Separate Accounts | — | — | $14K | 0.4% | |
| VALIC Separate Account A Inflation Protected Fund | Pooled Separate Accounts | — | — | $13K | 0.4% | |
| VALIC Separate Account A Government Securities Fund | Pooled Separate Accounts | — | — | $12K | 0.3% | |
| VALIC Separate Account A Large Capital Growth | Pooled Separate Accounts | — | — | $10K | 0.3% | |
| VALIC Separate Account A Ariel Fund | Pooled Separate Accounts | — | — | $10K | 0.3% | |
| VALIC Separate Account A International Socially Responsible Fund | Pooled Separate Accounts | — | — | $9K | 0.2% | |
| VALIC Separate Account A Invesco Bal Risk Commod Str R5 | Pooled Separate Accounts | — | — | $9K | 0.2% | |
| VALIC Separate Account A VC I Capital Appreciation | Pooled Separate Accounts | — | — | $9K | 0.2% | |
| VALIC Separate Account A T Rowe Price Retirement 2050 Adv 271 * VALIC Separate Account A T Rowe Price Retirement 2055 Adv | Pooled Separate Accounts | — | — | $8K | 0.2% | |
| VALIC Separate Account A International Growth Fund 891 * VALIC Separate Account A International Value Fund | Pooled Separate Accounts | — | — | $7K | 0.2% | |
| VALIC Separate Account A T Rowe Price Retirement 2025 Adv | Pooled Separate Accounts | — | — | $6K | 0.2% | |
| VALIC Separate Account A VC I Conserv Growth Lifestyle | Pooled Separate Accounts | — | — | $6K | 0.1% | |
| VALIC Separate Account A T Rowe Price Retirement 2020 Adv | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| VALIC Separate Account A Vanguard Lifestrategy Conservative | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| VALIC Separate Account A Systematic Core Fund | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| VALIC Separate Account A Vanguard LT Inv-Grade Fund | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| VALIC Separate Account A American Beacon Man Lg Cp Growth Inv | Pooled Separate Accounts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
