· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FRIENDS FELLOWSHIP COMMUNITY, INC. — FRIENDS FELLOWSHIP COMMUNITY, INC. MONEY PURCHASE PENSION TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250925103613NAL0019166354001
FRIENDS FELLOWSHIP COMMUNITY, INC.
Form 5500-SF
FILING_RECEIVED
FRIENDS FELLOWSHIP COMMUNITY, INC. MONEY PURCHASE PENSION TRUST
Defined-contribution retirement plan
Active participants
95
Accounts w/ balance
79
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FRIENDS FELLOWSHIP COMMUNITY, INC.
.
Find decision makers
Plan sponsor
Name
FRIENDS FELLOWSHIP COMMUNITY, INC.
EIN
35-1066778
Address
2030 CHESTER BOULEVARD · RICHMOND, IN · 47374
Phone
(765) 962-6546
Industry
Health Care & Social Assistance
see 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
2025-09-25
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
VITAE HEALTH SYSTEMS
VITAE HEALTH SYSTEMS 401(K) PLAN
$4.1M · 249 participants
LEEDS HEALTH CARE SERVICES, INC.
NOTTINGHAM HEALTH CARE SERVICES, INC. RETIREMENT SAVINGS PLAN
$4.1M · 126 participants
HEBREW HEALTH CARE, INC.
HEBREW HEALTH CARE, INC. 401(K) RETIREMENT PLAN
$4.1M · 198 participants
SENIOR MANAGEMENT, INC.
SENIOR MANAGEMENT, INC. 401K RETIREMENT PLAN
$4.1M · 224 participants
COPLEY AT STOUGHTON
COPLEY AT STOUGHTON 401(K) RETIREMENT PLAN
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.
Small plan (5500-SF) — Schedule H data not available.
$4.1M · 173 participants
SENIOR CARE COMMUNITIES, LLC
SENIOR CARE COMMUNITIES 403(B)(7)PLAN
$4.1M · 399 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
