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Original filing (PDF)20251015095940NAL0005733744001
GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC.
Form 5500
FILING_RECEIVED
GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC. EMPLOYEE RETIREMENT SAVINGS PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,935
Accounts w/ balance
5,473
Plan assets (EOY)
$31.1M
Net assets (EOY)
$31.1M
How this plan invests
This plan
1 pooled trust
Schedule D
45 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
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
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
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 |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $108K | — |
| MJ RETIREMENT | 45-5291215 | — | NONE | $17K | — |
Investments
27 direct securities · 1 pooled fund· $61.6M(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
$32.8M
27 holdings
Pooled Separate Account
$28.8M
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 | — | — | $28.8M | 92.8% | |
| Vanguard Target Retirement 2050 Inv Fund Pooled separate account | — | — | — | $3.5M | 11.2% | |
| VANGUARD TRGT RETIRE 2035 INV MUTUAL FUND SHARES 0 | — | — | — | $2.9M | 9.3% | |
| VANGUARD TRGT RETIRE 2055 INV MUTUAL FUND SHARES 0 | — | — | — | $2.8M | 9.0% | |
| VANGUARD TRGT RETIRE 2045 INV MUTUAL FUND SHARES 0 | — | — | — | $2.3M | 7.4% | |
| VANGUARD TRGT RETIRE 2040 INV MUTUAL FUND SHARES 0 | — | — | — | $2.2M | 7.0% | |
| VANGUARD TRGT RETIRE 2030 INV MUTUAL FUND SHARES 0 | — | — | — | $2.0M | 6.5% | |
| FIDELITY LARGE CAP GRO IDX MUTUAL FUND SHARES 0 | — | — | — | $2.0M | 6.4% | |
| Fidelity 500 Index Institutional Fund Pooled separate account | — | — | — | $1.9M | 6.2% | |
| Vanguard Target Retirement 2060 Inv Fund Pooled separate account | — | — | — | $1.5M | 4.8% | |
| VANGUARD TRGT RETIRE 2025 INV MUTUAL FUND SHARES 0 | — | — | — | $1.3M | 4.3% | |
| PARTICIPANTS LOANS 4.25% TO 8% 0 | — | — | — | $1.3M | 4.2% | |
| VANGUARD EQUITY-INCOME ADM MUTUAL FUND SHARES 0 | — | — | — | $1.3M | 4.1% | |
| ^ AUL Stable Value Fund Guaranteed investment contract 1.00% | — | — | — | $946K | 3.0% | |
| Vanguard Target Retirement 2065 Inv Fund Pooled separate account | — | — | — | $817K | 2.6% | |
| PRINCIPAL MIDCAP R6 MUTUAL FUND SHARES 0 | — | — | — | $801K | 2.6% | |
| Principal Mid Cap Institutional Fund Pooled separate account | — | — | — | $801K | 2.6% | |
| FIDELITY ADV TOTAL BOND Z MUTUAL FUND SHARES 0 | — | — | — | $677K | 2.2% | |
| VANGUARD TRGT RETIRE 2020 INV MUTUAL FUND SHARES 0 | — | — | — | $639K | 2.1% | |
| VANGUARD SMALL CAP INDEX ADM MUTUAL FUND SHARES 0 | — | — | — | $619K | 2.0% | |
| AMERICAN FUNDS AMERFDS EUPAC R6 MUTUAL FUND SHARES 0 | — | — | — | $603K | 1.9% | |
| American Funds Euro Pacific Growth R6 Fund Pooled separate account | — | — | — | $603K | 1.9% | |
| AMERICAN FUNDS AMERFDS NEW PERSPECTIVE R6 MUTUAL FUND SHARES 0 | — | — | — | $314K | 1.0% | |
| VANGUARD TRGT RETIRE INC INV MUTUAL FUND SHARES 0 | — | — | — | $277K | 0.9% | |
| Vanguard Target Retirement Income Inv Fund Pooled separate account | — | — | — | $277K | 0.9% | |
| Vanguard Target Retirement 2070 Inv Fund Pooled separate account | — | — | — | $146K | 0.5% | |
| American Funds Cap World Bond R6 Fund Pooled separate account | — | — | — | $133K | 0.4% | |
| FIDELITY INFLATION PROT BD IDX MUTUAL FUND SHARES 0 | — | — | — | $102K | 0.3% |