Original filing (PDF)20241217133533NAL0002129873001

INDIANA HISTORICAL SOCIETY

Name: INDIANA HISTORICAL SOCIETY — Form 5500 (2023)
Creator: INDIANA HISTORICAL SOCIETY

Form 5500-SF

FILING_RECEIVED

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 HISTORICAL SOCIETY.

Plan sponsor

Name

INDIANA HISTORICAL SOCIETY

EIN

35-0876384

Address

450 W. OHIO ST. · INDIANAPOLIS, IN · 46202

Phone

(317) 234-7640

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-11-13

Filed

2024-12-17

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

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 providers

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