Back to filter
Original filing (PDF)20251001104526NAL0013097089001
CENTRAL SERVICE CORPORATION
Form 5500
FILING_RECEIVED
THE CENTRAL SERVICE CORPORATION THRIFT INCENTIVE SAVINGS PLAN
401(k) retirement plan
Active participants
346
Accounts w/ balance
427
Plan assets (EOY)
$38.6M
Net assets (EOY)
$38.6M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTRAL SERVICE CORPORATION.
Plan sponsor
Name
CENTRAL SERVICE CORPORATION
EIN
73-0779939
Address
P.O. BOX 3448 · ENID, OK · 737023448
Phone
(580) 233-3535
Industry
Commercial Banking· Finance & Insurancesee 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
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $55K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPLOYEE BENEFITS GROUP, LLC | 73-1554797 | — | CONTRACT ADMIN. | $0 | — |
Investments
30 direct securities · 1 pooled fund· $37.3M(96% 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
$28.5M
29 holdings
Common Collective Trust
$4.4M
1 holding
Mutual Funds
$4.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $4.4M | 11.4% | |
| Columbia Dividend Income Instl3 | Mutual Funds | — | — | $4.3M | 11.2% | |
| Vanguard 500 Index Admiral | — | — | — | $3.8M | 10.0% | |
| Vanguard Lifestrategy Cnsrv Gr Inv | — | — | — | $3.5M | 9.0% | |
| Vanguard Lifestrategy Growth Inv | — | — | — | $2.0M | 5.0% | |
| Vanguard Lifestrategy Moderate Growth | — | — | — | $1.9M | 4.9% | |
| Vanguard Lifestrategy Income Inv | — | — | — | $1.7M | 4.5% | |
| PIMCO Total Return I2 | — | — | — | $1.5M | 3.9% | |
| Mairs & Power Mairs & Power Balanced Inv | — | — | — | $1.3M | 3.4% | |
| Sterling Capital Total Return Bond I | — | — | — | $1.2M | 3.1% | |
| Vanguard Wellesley Income Adm | — | — | — | $1.1M | 2.8% | |
| Self-Directed Brokerage Accounts Various self-directing accounts invested in money market CDs, common stock and mutual funds | — | — | — | $1.0M | 2.6% | |
| Parnassus Core Equity - Inst | — | — | — | $1.0M | 2.6% | |
| Fidelity Advisor Intl Capital App I | — | — | — | $963K | 2.5% | |
| Virtus Kar Mid-Cap Growth I | — | — | — | $748K | 1.9% | |
| December 2029 | — | — | — | $703K | 1.8% | |
| Fidelity Advisor Growth Opps Z | — | — | — | $703K | 1.8% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $692K | 1.8% | |
| T. Rowe Price T. Rowe Price Large Cap Growth I | — | — | — | $685K | 1.8% | |
| Vanguard Equity-Income Adm | — | — | — | $568K | 1.5% | |
| Allspring Special Mid Cap Value Inst | — | — | — | $535K | 1.4% | |
| Tweedy Browne Tweedy, Browne International Value | — | — | — | $457K | 1.2% | |
| AB Large Cap Growth Adv | — | — | — | $368K | 1.0% | |
| Vanguard Consumer Discretionary Idx Adm | — | — | — | $363K | 0.9% | |
| Wasatch Small Cap Value | — | — | — | $329K | 0.9% | |
| Janus Henderson Janus Henderson Contrarian I | — | — | — | $320K | 0.8% | |
| Vanguard Gnma Adm | — | — | — | $256K | 0.7% | |
| Vanguard Utilities Index Adm | — | — | — | $241K | 0.6% | |
| T. Rowe Price T. Rowe Price Emerging Markets Stock I | — | — | — | $240K | 0.6% | |
| MFS Technology R6 | — | — | — | $197K | 0.5% | |
| Virtus Kar Small-Cap Growth I | — | — | — | $168K | 0.4% |