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Original filing (PDF)20251015095751NAL0004239729001
GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC.
Form 5500
FILING_RECEIVED
GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC. DISCRETIONARY CONTRIBUTION THRIFT PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,855
Accounts w/ balance
3,004
Plan assets (EOY)
$24.1M
Net assets (EOY)
$24.1M
How this plan invests
This plan
1 pooled trust
Schedule D
43 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.
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC..
Plan sponsor
Name
GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC.
EIN
35-0893506
Address
1635 W MICHIGAN ST · INDIANAPOLIS, IN · 46222
Phone
(317) 324-8805
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BLUE & CO. LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MJ RETIREMENT | 45-5291215 | — | NONE | $13K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $12K | — |
Investments
26 direct securities · 1 pooled fund· $45.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$24.0M
26 holdings
Pooled Separate Account
$21.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $21.5M | 89.5% | |
| VANGUARD TRGT RETIRE 2050 INV MUTUAL FUND SHARES 0 | — | — | — | $2.2M | 9.1% | |
| VANGUARD TRGT RETIRE 2035 INV MUTUAL FUND SHARES 0 | — | — | — | $2.2M | 9.0% | |
| VANGUARD TRGT RETIRE 2045 INV MUTUAL FUND SHARES 0 | — | — | — | $2.1M | 8.6% | |
| VANGUARD TRGT RETIRE 2055 INV MUTUAL FUND SHARES 0 | — | — | — | $2.0M | 8.1% | |
| Fidelity Large Cap Growth Index Pooled Separate Account | — | — | — | $1.6M | 6.6% | |
| VANGUARD TRGT RETIRE 2040 INV MUTUAL FUND SHARES 0 | — | — | — | $1.5M | 6.4% | |
| VANGUARD TRGT RETIRE 2030 INV MUTUAL FUND SHARES 0 | — | — | — | $1.5M | 6.2% | |
| Fidelity 500 Index Institutional Fund Pooled Separate Account | — | — | — | $1.4M | 5.7% | |
| VANGUARD EQUITY-INCOME ADM MUTUAL FUND SHARES 0 | — | — | — | $1.1M | 4.7% | |
| ^ AUL Stable Value Fund Guaranteed investment contract | — | — | — | $1.1M | 4.7% | |
| VANGUARD TRGT RETIRE 2060 INV MUTUAL FUND SHARES 0 | — | — | — | $1.1M | 4.6% | |
| VANGUARD TRGT RETIRE 2025 INV MUTUAL FUND SHARES 0 | — | — | — | $935K | 3.9% | |
| Vanguard Sm Cap Index Adm Fund Pooled Separate Account | — | — | — | $674K | 2.8% | |
| American Funds Euro Pacific Growth R6 Fund Pooled Separate Account | — | — | — | $636K | 2.6% | |
| AMERICAN FUNDS AMERFDS EUPAC R6 MUTUAL FUND SHARES 0 | — | — | — | $636K | 2.6% | |
| Fidelity Advisor Total Bond Z Pooled Separate Account | — | — | — | $595K | 2.5% | |
| Vanguard Target Retirement 2065 Inv Fund Pooled Separate Account | — | — | — | $553K | 2.3% | |
| VANGUARD TRGT RETIRE 2020 INV MUTUAL FUND SHARES 0 | — | — | — | $549K | 2.3% | |
| PRINCIPAL MIDCAP R6 MUTUAL FUND SHARES 0 | — | — | — | $456K | 1.9% | |
| Principal Mid Cap Institutional Fund Pooled Separate Account | — | — | — | $456K | 1.9% | |
| AMERICAN FUNDS AMERFDS NEW PERSPECTIVE R6 MUTUAL FUND SHARES 0 | — | — | — | $238K | 1.0% | |
| Vanguard Target Retirement Income Inv Fund Pooled Separate Account | — | — | — | $200K | 0.8% | |
| VANGUARD TRGT RETIRE INC INV MUTUAL FUND SHARES 0 | — | — | — | $200K | 0.8% | |
| FIDELITY INFLATION PROT BD IDX MUTUAL FUND SHARES 0 | — | — | — | $73K | 0.3% | |
| American Funds Cap World Bond R6 Fund Pooled Separate Account | — | — | — | $46K | 0.2% | |
| Vanguard Target Retirement 2070 Inv Fund Pooled Separate Account | — | — | — | $3K | <0.1% |