Back to filter
Original filing (PDF)20250923112222NAL0006281297001
SERVANT HR, INC.
Form 5500
FILING_RECEIVED
SERVANT HR 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
~77 bps in Sched C feesNo recordkeeper disclosed
Active participants
527
Accounts w/ balance
538
Plan assets (EOY)
$25.0M
Net assets (EOY)
$25.0M
How this plan invests
This plan
50 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 77 bps in Schedule C fees — 165% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SERVANT HR, INC..
Plan sponsor
Name
SERVANT HR, INC.
EIN
30-0190462
Address
10412 ALLISONVILLE ROAD · SUITE 206 · FISHERS, IN · 46038
Phone
(317) 585-1688
Industry
Professional & Technical Servicessee 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
2025-09-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2V · PEO multiple-employer plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | 65-0608221 | — | TPA | $155K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC MUTUAL FUND MANAGEMENT CORP | 59-2749576 | — | INVESTMENT MGMT | $37K | — |
Investments
36 direct securities· $24.5M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard VTSAX - Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $7.0M | 28.1% | |
| Vanguard Intermediate-Term Bond Index Fund Mutual Fund | — | — | — | $2.2M | 8.9% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $2.0M | 8.1% | |
| iShares MSCI EAFE International Index Fund Mutual Fund | — | — | — | $1.6M | 6.3% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $1.5M | 6.1% | |
| Vanguard VMFXX - Vanguard Federal Money Market Fund Investor Shares | — | — | — | $1.1M | 4.6% | |
| Vanguard Consumer Staples Index Fund Mutual Fund | — | — | — | $1.1M | 4.6% | |
| Vanguard VIGAX - Vanguard Growth Index Admiral | — | — | — | $1.1M | 4.6% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $1.1M | 4.3% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $636K | 2.5% | |
| Vanguard Mid Cap Growth Index Fund Mutual Fund | — | — | — | $612K | 2.5% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $409K | 1.6% | |
| Vanguard VSMAX - Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $354K | 1.4% | |
| Participant Loans (interest rate range 4.25%-9.50%) | — | — | — | $318K | 1.3% | |
| Vanguard Real Estate Index Fund Mutual Fund | — | — | — | $305K | 1.2% | |
| American Funds RERGX - American Funds EuroPacific Growth Fund Class R6 | — | — | — | $301K | 1.2% | |
| American Funds EuroPacifc Fund Mutual Fund | — | — | — | $301K | 1.2% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $280K | 1.1% | |
| Vanguard Value Index Fund Mutual Fund | — | — | — | $276K | 1.1% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $257K | 1.0% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $249K | 1.0% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | — | — | — | $244K | 1.0% | |
| Victory Short Term Bond Fund Mutual Fund | — | — | — | $226K | 0.9% | |
| Vanguard Small Cap Growth Index Fund Mutual Fund | — | — | — | $157K | 0.6% | |
| Prudential High Yield Fund Mutual Fund | — | — | — | $125K | 0.5% | |
| Vanguard VTIVX - Vanguard Target Retirement 2045 | — | — | — | $114K | 0.5% | |
| John Hancock Bond Fund Mutual Fund | — | — | — | $105K | 0.4% | |
| Vanguard Energy Index Fund Mutual Fund | — | — | — | $77K | 0.3% | |
| Vanguard Small Cap Value Index Fund Mutual Fund | — | — | — | $73K | 0.3% | |
| Vanguard Mid Cap Value Index Fund Mutual Fund | — | — | — | $69K | 0.3% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $55K | 0.2% | |
| DFA Inflation Protected SEC Port Fund Mutual Fund | — | — | — | $51K | 0.2% | |
| Vanguard Short-Term Federal Fund Mutual Fund | — | — | — | $38K | 0.2% | |
| JPMorgan U.S. Research Enhanced Equity Fund Mutual Fund | — | — | — | $37K | 0.1% | |
| Franklin Natural Resources Fund Mutual Fund | — | — | — | $19K | <0.1% | |
| Vanguard Short-Term Inf Prot Index Fund Mutual Fund | — | — | — | $16K | <0.1% |
Related plans
Other plans using SLAVIC INTEGRATED ADMINISTRATION
JUSTWORKS EMPLOYMENT GROUP, LLC
JUSTWORKS RETIREMENT SAVINGS PLAN
$3.9B · 147,007 participants
OASIS OUTSOURCING HOLDINGS, INC. AND ITS AFFILIATES
OASIS RETIREMENT SAVINGS PLAN
$2.1B · 84,093 participants
G & A OUTSOURCING, INC. DBA G & A PARTNERS
G & A PARTNERS MULTIPLE EMPLOYER 401(K) PLAN
$1.4B · 34,105 participants
THE S2 HR GROUP, LLC
ENGAGE PEO RETIREMENT SAVINGS PLAN
$1.0B · 30,449 participants
VENSURE EMPLOYER SERVICES, INC.
VENSURE EMPLOYER SERVICES, INC. 401(K) PROFIT SHARING PLAN
$982.5M · 30,380 participants
PRESTIGE EMPLOYEE ADMINISTRATORS, INC.
PRESTIGE EMPLOYEE ADMINISTRATORS RETIREMENT SAVINGS PLAN
$558.5M · 10,980 participants
Similar-size Professional & Technical Services plans
PAYMASTER, INC.
PAYMASTER, INC. MULTIPLE EMPLOYER 401(K) PLAN
$24.7M · 579 participants
WURKFORCE, INC.
WURK 401(K) PLAN
$23.8M · 6,647 participants
VALLEY STREAM PAYROLL CORP.
VALLEY STREAM PAYROLL CORP. 401K PLAN
$23.8M · 215 participants
ADVISOR HR, INC.
ADVISOR HR, INC. RETIREMENT SAVINGS PLAN
$23.7M · 1,495 participants
HR, INC. DBA SIMPLE HR
HR, INC. DBA SIMPLE HR 401(K) PLAN
$26.5M · 1,435 participants
CONGRUITY HR HOLDING COMPANY, LLC
CONGRUITY HR RETIREMENT SAVINGS PLAN
$23.4M · 895 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants