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Original filing (PDF)20251015154645NAL0002576531001
FACILITY CONCEPTS, INC.
Form 5500
FILING_RECEIVED
FACILITY CONCEPTS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
141
Accounts w/ balance
132
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
How this plan invests
This plan
1 pooled trust
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FACILITY CONCEPTS, INC..
Plan sponsor
Name
FACILITY CONCEPTS, INC.
EIN
20-1185873
Address
4881 PERRY WORTH ROAD · WHITESTOWN, IN · 46075
Phone
(317) 915-9000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KIMBERLIN COMPANY, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | ADVISOR | $645 | — |
| MORNINGSTAR INVESTMENT MGMT | 36-3297908 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN CONCEPTS & SVCS | 35-2091834 | — | TPA | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST MERCHANTS BANK | 35-0508403 | — | SERVICE PROVIDER | $0 | — |
Investments
20 direct securities · 1 pooled fund· $1.3M(98% 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
$1.3M
20 holdings
Pooled Separate Account
$62K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 10 Voya Retirement Insurance and Annuity Company MyCompass Index Moderate 2035 Fund | — | — | — | $247K | 18.2% | |
| 9 Voya Retirement Insurance and Annuity Company MyCompass Index Moderate Retirement Fund | — | — | — | $210K | 15.5% | |
| 2 Voya Retirement Insurance and Annuity Company American Funds Washington Mutual Investors Fund | — | — | — | $170K | 12.5% | |
| 22 * Voya Retirement Insurance and Annuity Compan Voya Large Cap Growth Fund | — | — | — | $138K | 10.2% | |
| 19 Voya Retirement Insurance and Annuity Company Vanguard Total Stock Market Index Fund | — | — | — | $128K | 9.4% | |
| 18 Voya Retirement Insurance and Annuity Company Vanguard Total International Stock Index Fund | — | — | — | $79K | 5.8% | |
| 1 Voya Retirement Insurance and Annuity Company American Funds EuroPacific Growth Fund | — | — | — | $65K | 4.8% | |
| VOYA RETIREMENT INSURANCE AND ANNUI VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $62K | 4.6% | |
| 17 Voya Retirement Insurance and Annuity Company Vanguard Small-Cap Index Fund | — | — | — | $56K | 4.1% | |
| 12 Voya Retirement Insurance and Annuity Company MyCompass Index Moderate 2055 Fund | — | — | — | $49K | 3.6% | |
| 11 Voya Retirement Insurance and Annuity Company MyCompass Index Moderate 2045 Fund | — | — | — | $37K | 2.7% | |
| 16 Voya Retirement Insurance and Annuity Company Vanguard Mid-Cap Index Fund | — | — | — | $20K | 1.5% | |
| 7 Voya Retirement Insurance and Annuity Company MyCompass Index Conservative Retirement Fund | — | — | — | $14K | 1.1% | |
| 5 Voya Retirement Insurance and Annuity Company MyCompass Index Aggressive 2045 Fund | — | — | — | $14K | 1.0% | |
| 14 Voya Retirement Insurance and Annuity Company Neuberger Berman Mid Cap Growth Fund | — | — | — | $10K | 0.7% | |
| 20 * Voya Retirement Insurance and Annuity Compan Voya Government Money Market Fund ** 87 21 * Voya Retirement Insurance and Annuity Compan Voya Intermediate Bond Fund | — | — | — | $7K | 0.5% | |
| 15 Voya Retirement Insurance and Annuity Company Vanguard Balanced Index Fund | — | — | — | $6K | 0.4% | |
| 8 Voya Retirement Insurance and Annuity Company MyCompass Index Conservative 2055 Fund | — | — | — | $5K | 0.4% | |
| 6 Voya Retirement Insurance and Annuity Company MyCompass Index Aggressive 2055 Fund | — | — | — | $3K | 0.2% | |
| 3 Voya Retirement Insurance and Annuity Company Columbia Select Mid Cap Value Fund ** 163 4 Voya Retirement Insurance and Annuity Company DFA US Targeted Value Portfolio | — | — | — | $3K | 0.2% | |
| 13 Voya Retirement Insurance and Annuity Company MyCompass Index Moderate 2065 Fund | — | — | — | $1K | <0.1% |