Original filing (PDF)20251008123256NAL0002999523001

HOOSIER MOTOR CLUB

Name: HOOSIER MOTOR CLUB — HOOSIER MOTOR CLUB RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: HOOSIER MOTOR CLUB

Form 5500

FILING_RECEIVED

HOOSIER MOTOR CLUB RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 2

33% in single holdingNo recordkeeper disclosed

Active participants

211

Accounts w/ balance

254

Plan assets (EOY)

$21.2M

Net assets (EOY)

$21.2M

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)

/ 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

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOOSIER MOTOR CLUB.

Plan sponsor

Name

HOOSIER MOTOR CLUB

EIN

35-0392900

Address

9200 KEYSTONE CROSSING · SUITE 500 · INDIANAPOLIS, IN · 46240

Phone

(317) 612-2587

Industry

Other Services (ex. Public Admin)see 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

2025-10-08

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

KSM KATZ SAPPER & MILLER LLP

Trustee / custodian

Service providers (Schedule C)

2 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY	—	BALTIMORE, MD	NONE	$34K	—
ASCENSUS LLC	11-3665754	—	NONE	$11K	—

Investments

14 direct securities· $20.8M(98% of reported assets)

Uncategorized

$20.3M

13 holdings

Participant loans

$519K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
American Funds American Balanced Fund A American Funds 0	—	—	—	$6.9M	32.8%
Victory Pioneer Fundamental Growth A Victory 0	—	—	—	$3.3M	15.6%
American Funds Washington Mutual Inv A American Funds 0	—

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