Back to filter
Original filing (PDF)20250623121050NAL0014622514001
VISIT INDY
Form 5500-SF
FILING_RECEIVED
VISIT INDY 401K RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
55
Accounts w/ balance
75
Plan assets (EOY)
$20.9M
Net assets (EOY)
$20.9M
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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VISIT INDY.
Plan sponsor
Name
VISIT INDY
EIN
35-0413010
Address
200 SOUTH CAPITOL AVENUE SUITE 300 · INDIANAPOLIS, IN · 46225
Phone
(317) 262-3000
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
2025-06-23
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
MEDICAL SOCIETY OF DELAWARE
MEDICAL SOCIETY OF DELAWARE 401(K) PROFIT SHARING PLAN
$20.9M · 147 participants
VIRGINIA EDUCATION ASSOCIATION
REVISED RETIREMENT PLAN FOR PROFESSIONAL EMPLOYEES OF VIRGINIA EDUCATION ASSOCIATION
$21.0M · 11 participants
THE AMERICAN REGISTRY OF RADIOLOGIC TECHNOLOGISTS
THE ARRT 401(K) AND RETIREMENT PLAN
$21.0M · 140 participants
ANDY WARHOL FOUNDATION FOR THE VISUAL ARTS, INC.
ANDY WARHOL FOUNDATION FOR THE VISUAL ARTS, INC. 403(B) RETIREMENT PLAN
$20.9M · 20 participants
PROSIGHT FINANCIAL ASSOCIATION
THE RISK MANAGEMENT ASSOCIATION SAVINGS PLAN
$21.0M · 84 participants
SPECIAL AGENTS MUTUAL BENEFIT ASSOC.
SPECIAL AGENTS MUTUAL BENEFIT ASSOCIATION PENSION PLAN
$20.9M · 64 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