Plan Snapshot
- Plan Sponsor: Central Service Association
- Sponsor EIN: 640132815
- Sponsor Address: 93 COLEY ROAD, TUPELO, MS, 38803
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $13.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 155 | $13.0M | $210,859 | $628,408 |
| 2023 | 149 | $12.0M | $110,397 | $523,892 |
| 2022 | 138 | $10.1M | $70,509 | $468,591 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ATA, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ATA, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $60,948 | — | $60,948 | — | — |
| 2023 | $58,633 | $58,633 | — | — | — |
| 2022 | $49,772 | $49,772 | — | — | — |