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Original filing (PDF)20251002095616NAL0000299617001
IRELAND HOME-BASED SERVICES, LLC
Form 5500
FILING_RECEIVED
IRELAND HOME-BASED SERVICES, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
~77 bps in Sched C fees
Active participants
318
Accounts w/ balance
255
Plan assets (EOY)
$9.1M
Net assets (EOY)
$9.1M
How this plan invests
This plan
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 77 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IRELAND HOME-BASED SERVICES, LLC.
Plan sponsor
Name
IRELAND HOME-BASED SERVICES, LLC
EIN
20-2729113
Address
3231 N. GREEN RIVER · SUITE 220 · EVANSVILLE, IN · 477151378
Phone
(812) 479-1856
Industry
Health Care & Social Assistancesee 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
2025-10-02
Pension benefit codes
2E · Profit-sharing
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HARDING, SHYMANSKI & CO. PSC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $42K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OLD NATIONAL WEALTH MANAGEMENT | 35-1729164 | — | ADVISOR | $28K | — |
Investments
14 direct securities· $9.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2040 Target Date Retirement Fund R6 Mutual Fund | — | — | — | $1.9M | 20.8% | |
| American Funds 2055 Target Date Retirement Fund R6 Mutual Fund | — | — | — | $1.5M | 16.9% | |
| American Funds 2045 Target Date Retirement Fund R6 Mutual Fund | — | — | — | $1.4M | 15.4% | |
| American Funds 2050 Target Date Retirement Fund R6 Mutual Fund | — | — | — | $1.2M | 13.3% | |
| American Funds 2035 Target Date Retirement Fund R6 Mutual Fund | — | — | — | $943K | 10.3% | |
| American Funds 2025 Target Date Retirement Fund R6 Mutual Fund | — | — | — | $669K | 7.3% | |
| American Funds 2060 Target Date Retirement Fund R6 Mutual Fund | — | — | — | $551K | 6.0% | |
| American Funds 2030 Target Date Retirement Fund R6 Mutual Fund | — | — | — | $472K | 5.2% | |
| American Funds 2020 Target Date Retirement Fund R6 Mutual Fund | — | — | — | $208K | 2.3% | |
| American Funds 2065 Target Date Retirement Fund R6 Mutual Fund | — | — | — | $124K | 1.4% | |
| Dodge & Cox Balanced Class Fund X Mutual Fund 336 Federated Hermes Institutional High Yield Bond Ins Mutual Fund 169 * Fidelity 500 Index Mutual Fund | — | — | — | $57K | 0.6% | |
| Fidelity Government Money Market Fund R6 Mutual Fund | — | — | — | $23K | 0.3% | |
| Fidelity Short Term Treasury Bond Index Fund Mutual Fund | — | — | — | $2K | <0.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $1K | <0.1% |
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