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Original filing (PDF)20251015075543NAL0005612864001
GOLDEN TRIANGLE PLANNING AND DEVELOPMENT DISTRICT, INC.
Form 5500
FILING_RECEIVED
GOLDEN TRIANGLE PLANNING AND DEVELOPMENT DISTRICT, INC. TAX-SHELTERED ANNUITY PLAN
403(b) retirement plan
Signals · 2
52% in single holdingNo recordkeeper disclosed
Active participants
103
Accounts w/ balance
149
Plan assets (EOY)
$13.9M
Net assets (EOY)
$13.9M
How this plan invests
This plan
1 pooled trust
Schedule D
51 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "American United Life Insurance Company AUL Stable Value Account Fixed Income N/A" is 52% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOLDEN TRIANGLE PLANNING AND DEVELOPMENT DISTRICT, INC..
Plan sponsor
Name
GOLDEN TRIANGLE PLANNING AND DEVELOPMENT DISTRICT, INC.
EIN
64-0508015
Address
106 MILEY DR. · STARKVILLE, MS · 39759
Phone
(662) 324-7860
Industry
Other Services (ex. Public Admin)see 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WATKINS, WARD & STAFFORD, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO. | 35-0145825 | — | NONE | $375 | — |
| CSENGE ADVISORY GROUP | 59-3643590 | — | NONE | $0 | — |
Investments
51 direct securities · 1 pooled fund· $20.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$13.9M
51 holdings
Pooled Separate Account
$6.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American United Life Insurance Company AUL Stable Value Account Fixed Income N/A | — | — | — | $7.2M | 52.2% | |
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $6.6M | 47.8% | |
| Vanguard LifeStrat Mod Gr Inv Mutual Fund-Balanced N/A | — | — | — | $896K | 6.5% | |
| Vanguard LifeStrat Grth Inv Mutual Fund-Balanced N/A | — | — | — | $703K | 5.1% | |
| Vanguard 500 Index Adm Mutual Fund-Large Cap Value N/A | — | — | — | $687K | 5.0% | |
| Vanguard Trgt Retire 2065 Inv Mutual Fund-Managed Asset Allocation N/A | — | — | — | $492K | 3.5% | |
| PIMCO Income Instl Mutual Fund-International Government Bond N/A | — | — | — | $348K | 2.5% | |
| T. Rowe Price TRowePrice Eqty Inc I Mutual Fund-Large Cap Value N/A | — | — | — | $331K | 2.4% | |
| Vanguard Wellington Adm Mutual Fund-Balanced N/A | — | — | — | $318K | 2.3% | |
| Vanguard Mid Cap Index Adm Mutual Fund-Mid Cap Value N/A | — | — | — | $294K | 2.1% | |
| Vanguard Trgt Retire 2030 Inv Mutual Fund-Managed Asset Allocation N/A | — | — | — | $214K | 1.5% | |
| Vanguard Trgt Retire 2035 Inv Mutual Fund-Managed Asset Allocation N/A | — | — | — | $178K | 1.3% | |
| American Century Investments AmerCent SmCap Val R6 Mutual Fund-Small Cap Value N/A | — | — | — | $162K | 1.2% | |
| Vanguard Dev Mkts Idx Adm Mutual Fund-Diversified Emerging Market N/A | — | — | — | $152K | 1.1% | |
| JPMorgan Large Cap Growth R6 Mutual Fund-Large Cap Value N/A | — | — | — | $125K | 0.9% | |
| Vanguard LifeStrat Csrv Gr Inv Mutual Fund-Balanced N/A | — | — | — | $121K | 0.9% | |
| PGIM Investments PGIM Total Return Bond R6 Mutual Fund-International Government Bond N/A | — | — | — | $119K | 0.9% | |
| Nuveen Large Cap Resp Eq R6 Mutual Fund-Large Cap Value N/A | — | — | — | $119K | 0.9% | |
| American Funds AmerFds New World R6 Mutual Fund-Diversified Emerging Market N/A | — | — | — | $117K | 0.8% | |
| T. Rowe Price TrowePrice Global Alloc I Mutual Fund-World Allocation N/A | — | — | — | $112K | 0.8% | |
| Allspring Global Investments Allspring Spec Sm Cap Value R6 Mutual Fund-Small Cap Value N/A | — | — | — | $92K | 0.7% | |
| BlackRock Equity Dividend K Mutual Fund-Large Cap Value N/A | — | — | — | $86K | 0.6% | |
| Dimensional Fund Advisors DFA Intl Small Company I Mutual Fund-Diversified Emerging Market N/A | — | — | — | $83K | 0.6% | |
| Virtus Ceredex MCV Eqty R6 Mutual Fund-Mid Cap Value N/A | — | — | — | $83K | 0.6% | |
| PGIM Investments PGIM High-Yield R6 Mutual Fund-High Yield Bond N/A | — | — | — | $79K | 0.6% | |
| Dimensional Fund Advisors DFA Infla-Prot Securities I Mutual Fund-International Government Bond N/A | — | — | — | $75K | 0.5% | |
| Columbia Threadneedle Columbia Overseas Value I3 Mutual Fund-Diversified Emerging Market N/A | — | — | — | $65K | 0.5% | |
| Janus Henderson Jan Hen Triton N Mutual Fund-Small Cap Value N/A | — | — | — | $61K | 0.4% | |
| Vanguard Growth Index Adm Mutual Fund-Large Cap Value N/A | — | — | — | $54K | 0.4% | |
| Vanguard Small Cap Index Adm Mutual Fund-Small Cap Value N/A | — | — | — | $48K | 0.3% | |
| Dimensional Fund Advisors DFA Commodity Strategy I Mutual Fund-Specialty N/A | — | — | — | $40K | 0.3% | |
| Franklin Templeton Investments Franklin DynaTech R6 Mutual Fund-Large Cap Value N/A | — | — | — | $39K | 0.3% | |
| Dimensional Fund Advisors DFA US Core Equity 1I Mutual Fund-Large Cap Value N/A 50 Fidelity Investments Fidelity Adv Div Intl Z Mutual Fund-Diversified Emerging Market N/A | — | — | — | $35K | 0.2% | |
| Vanguard Trgt Retire 2060 Inv Mutual Fund-Managed Asset Allocation N/A | — | — | — | $33K | 0.2% | |
| PGIM Investments PGIM Global RealEstate R6 Mutual Fund-Specialty N/A | — | — | — | $31K | 0.2% | |
| Vanguard Trgt Retire 2040 Inv Mutual Fund-Managed Asset Allocation N/A | — | — | — | $31K | 0.2% | |
| Vanguard Trgt Retire 2025 Inv Mutual Fund-Managed Asset Allocation N/A | — | — | — | $27K | 0.2% | |
| Franklin Templeton Investments Franklin Equity Income R6 Mutual Fund-Large Cap Value N/A | — | — | — | $26K | 0.2% | |
| Vanguard Trgt Retire 2045 Inv Mutual Fund-Managed Asset Allocation N/A | — | — | — | $25K | 0.2% | |
| Vanguard Trgt Retire 2050 Inv Mutual Fund-Managed Asset Allocation N/A | — | — | — | $20K | 0.1% | |
| Franklin Templeton Investments Franklin SMID Cap Growth R6 Mutual Fund-Mid Cap Value N/A | — | — | — | $19K | 0.1% | |
| Vanguard Trgt Retire Inc Inv Mutual Fund-Managed Asset Allocation N/A | — | — | — | $12K | <0.1% | |
| American Funds AmerFds Cap World Bond R6 Mutual Fund-International Government Bond N/A | — | — | — | $12K | <0.1% | |
| Vanguard Long-Term Inv-Grd Adm Mutual Fund-Specialty N/A | — | — | — | $11K | <0.1% | |
| Vanguard Int-Term Treasury Adm Mutual Fund-International Government Bond N/A | — | — | — | $11K | <0.1% | |
| T. Rowe Price TrowePrice All Cap Opps I Mutual Fund-Large Cap Value N/A | — | — | — | $10K | <0.1% | |
| MFS Technology R6 Mutual Fund-Specialty N/A | — | — | — | $9K | <0.1% | |
| BlackRock Health Sci Opps K Mutual Fund-Specialty N/A | — | — | — | $7K | <0.1% | |
| Vanguard Trgt Retire 2055 Inv Mutual Fund-Managed Asset Allocation N/A | — | — | — | $7K | <0.1% | |
| Vanguard Trgt Retire 2020 Inv Mutual Fund-Managed Asset Allocation N/A | — | — | — | $4K | <0.1% | |
| MFS Val R6 Mutual Fund-Large Cap Value N/A | — | — | — | $4K | <0.1% | |
| Vanguard Selected Value Inv Mutual Fund-Mid Cap Value N/A | — | — | — | $2K | <0.1% |
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