Original filing (PDF)20260113102827NAL0005856931001

INDIANA STATE BAR ASSOCIATION

Name: INDIANA STATE BAR ASSOCIATION — INDIANA STATE BAR ASSOCIATION EMPLOYEE'S RETIREMENT PLAN, Form 5500 (2024)
Creator: INDIANA STATE BAR ASSOCIATION

Form 5500-SF

FILING_RECEIVED

INDIANA STATE BAR ASSOCIATION EMPLOYEE'S RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

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

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDIANA STATE BAR ASSOCIATION.

Plan sponsor

Name

INDIANA STATE BAR ASSOCIATION

EIN

35-0411600

Address

201 N ILLINOIS ST STE 1225 · INDIANAPOLIS, IN · 46204

Phone

(317) 639-5465

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

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