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Original filing (PDF)20250414101018NAL0001680209001
CENTRAL STATE COMMUNITY SERVIC
Form 5500
FILING_RECEIVED
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC.
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
149
Accounts w/ balance
204
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (9 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTRAL STATE COMMUNITY SERVIC.
Plan sponsor
Name
CENTRAL STATE COMMUNITY SERVIC
EIN
74-2549283
Address
4608 S GARNETT RD STE 500 · TULSA, OK · 741465236
Phone
(918) 664-6944
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
HEATHERINGTON & FIELDS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsInsurance
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | INSURANCE CARRIER | $1K | — |
Investments
1 pooled fund· $710K(54% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | $710K | 54.4% |
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