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Original filing (PDF)20251015162606NAL0006760800001
UNITED METHODIST MEMORIAL HOME
Form 5500
FILING_RECEIVED
HERITAGE POINTE COMMUNITIES 403(B) PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
507
Accounts w/ balance
532
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED METHODIST MEMORIAL HOME.
Plan sponsor
Name
UNITED METHODIST MEMORIAL HOME
EIN
35-0877581
Address
801 HUNTINGTON AVE. · WARREN, IN · 46792
Phone
(260) 375-2201
Industry
Health Care & Social Assistancesee 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN PENSION ADVISORS | 35-2015845 | INDIANAPOLIS, IN | THIRD PARTY ADMIN | $7K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LJI WEALTH MANAGEMENT, LLC | 26-0237809 | INDIANAPOLIS, IN | INVESTMENT SERVICES | $14K | — |
Investments
33 direct securities· $5.5M(100% of reported assets)
Uncategorized
$5.5M
32 holdings
Mutual Funds
$3K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund 422,072 Shares | — | — | $422K | $1.0M | 18.6% | |
| Vanguard Target Retirement 2030 Fund 392,091 Shares | — | — | $392K | $891K | 16.2% | |
| Vanguard Target Retirement 2050 Fund 244,362 Shares | — | — | $244K | $668K | 12.1% | |
| Vanguard Target Retirement 2040 Fund 227,756 Shares | — | — | $228K | $587K | 10.7% | |
| Vanguard Target Retirement 2045 Fund 196,048 Shares | — | — | $196K | $528K | 9.6% | |
| Vanguard Target Retirement 2020 Fund 196,929 Shares | — | — | $197K | $386K | 7.0% | |
| Vanguard Target Retirement 2025 Fund 157,187 Shares | — | — | $157K | $334K | 6.1% | |
| Vanguard Target Retirement Income Fund 135,783 Shares | — | — | $136K | $219K | 4.0% | |
| Vanguard Target Retirement 2055 Fund 78,719 Shares | — | — | $79K | $215K | 3.9% | |
| Vanguard Target Retirement 2060 Fund 52,478 Shares | — | — | $52K | $143K | 2.6% | |
| Vanguard Target Retirement 2065 Fund 41,757 Shares | — | — | $42K | $74K | 1.3% | |
| Vanguard Growth Index Fund Admiral Shares 16,980 Shares | — | — | $17K | $71K | 1.3% | |
| Fidelity 500 Index Fund 29,483 Shares | — | — | $29K | $67K | 1.2% | |
| Vanguard Total Stock Market Index Fund Admiral Shares 16,269 Shares | — | — | $16K | $54K | 1.0% | |
| Vanguard Information Techonology Index Fund Admiral Shares 19,467 Shares | — | — | $19K | $51K | 0.9% | |
| Vanguard Windsor II Fund Admiral Shares 18,068 Shares | — | — | $18K | $33K | 0.6% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares 26,344 Shares | — | — | $26K | $29K | 0.5% | |
| Vanguard Small-Cap Index Fund Admiral Shares 12,967 Shares | — | — | $13K | $28K | 0.5% | |
| MFS Mid Cap Growth Fund Class R6 13,348 Shares | — | — | $13K | $22K | 0.4% | |
| Vanguard Total Bond Market Index Fund Admiral Shares 13,878 Shares | — | — | $14K | $14K | 0.3% | |
| JPMorgan Large Cap Growth Fund Class R6 4,221 Shares | — | — | $4K | $11K | 0.2% | |
| Vanguard Value Index Fund Admiral Shares 3,839 Shares | — | — | $4K | $10K | 0.2% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares 4,398 Shares | — | — | $4K | $9K | 0.2% | |
| Fidelity Advisor International Growth Fund Class I 3,151 Shares | — | — | $3K | $6K | 0.1% | |
| Fidelity Small Cap Index Fund 3,315 Shares | — | — | $3K | $5K | <0.1% | |
| Victory Nasdaq 100 Index Fund R6 Shares 3,349 Shares | — | — | $3K | $5K | <0.1% | |
| Fidelity Blue Chip Growth K6 Fund 2,988 Shares | — | — | $3K | $4K | <0.1% | |
| Franklin Utilities Fund Advisor Class 1,535 Shares | — | — | $2K | $4K | <0.1% | |
| DFA U.S. Vector Equity Portfolio Institutional 1,744 Shares | Mutual Funds | — | $2K | $3K | <0.1% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares 1,373 Shares | — | — | $1K | $3K | <0.1% | |
| Federated Hermes Government Obligations Fund Premier 2,617 Shares | — | — | $3K | $3K | <0.1% | |
| Vanguard Mid-Cap Index Fund Admiral Shares 1,078 Shares | — | — | $1K | $3K | <0.1% | |
| JPMorgan Small Cap Equity Fund Class R5 1,092 Shares | — | — | $1K | $2K | <0.1% |
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