How big is Easter Seals Rehabilitation Center, Inc.'s plan?

Easter Seals Rehabilitation Center, Inc.'s plan reported $12.3M in assets and 217 participants for 2024.

Original filing (PDF)20250617094516NAL0003496546001

Easter Seals Rehabilitation Center, Inc.

Name: Easter Seals Rehabilitation Center, Inc. — Form 5500 Plan 001 (2024)
Creator: Easter Seals Rehabilitation Center, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Employee Benefit Plan of Easter Seals Rehabilitation Center, Inc.

Defined-contribution retirement plan · Easter Seals Rehabilitation Center, Inc.'s Employee Benefit Plan of Easter Seals Rehabilitation Center, Inc. held $12.3M in plan assets for 217 participants in 2024, with Mutual of America as recordkeeper.

Active participants

217

Accounts w/ balance

346

Plan assets (EOY)

$12.3M

Net assets (EOY)

$12.3M

People on this filing

JEFF Hensley signed Easter Seals Rehabilitation Center, Inc.'s 2024 Form 5500 as plan administrator.

JEFF Hensley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Easter Seals Rehabilitation Center, Inc.'s EIN is 35-1087526.

EIN 35-1087526

Plan number 001

Plan year 2024

ACK ID 20250617094516NAL0003496546001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Easter Seals Rehabilitation Center, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Easter Seals Rehabilitation Center, Inc.'s plan includes ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EASTER SEALS REHABILITATION CENTER, INC..

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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

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Bottom-decile employer contributions per participant (8th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

EASTER SEALS REHABILITATION CENTER, INC.

EIN

all filings

Address

3701 BELLEMEADE AVE · EVANSVILLE, IN · 477140137

Phone

(812) 479-1411

Industry

Health Care & Social Assistance

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

2025-06-17

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

KEMPER CPA GROUP LLP

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$6K	—

Investments

45 direct securities · 1 pooled fund· $23.7M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Pooled Separate Account

$11.4M

1 holding

Other securities

$10.1M

27 holdings

Mutual Funds

$1.9M

11 holdings

Common Collective Trusts

$216K

3 holdings

Bonds / Notes

$29K

1 holding

Common Stocks

$11K

2 holdings

Cash / Money Market

$2K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Fidelity$1.5M American Century$503K Eaton Vance / Calvert$305K Vanguard$264K T. Rowe Price$136K Goldman Sachs$118K American Funds (Capital Group)$76K PIMCO$18K Invesco$16K

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					% of plan
SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001	Pooled Separate Account	—	—	$11.4M	93.0%
Mutual of America 2030 Retirement Fund Mutual Fund	Other securities	—	—	$1.5M	12.4%
Mutual of America 2035 Retirement Fund Mutual Fund	Other securities	—	—	$1.5M	11.9%
Fidelity VIP Asset Manager Portfolio . Mutual of America GROUP ANNUITY CONTRACT	Mutual Funds	—	—	$1.1M	9.4%
Mutual of America 2020 Retirement Fund Mutual Fund	Other securities	—	—	$873K	7.1%
Mutual of America Interest Accumulation Investment Contract	Other securities	—	—	$832K	6.8%
Mutual of America 2040 Retirement Fund Mutual Fund	Other securities	—	—	$795K	6.5%
Mutual of America 2045 Retirement Fund Mutual Fund	Other securities	—	—	$753K	6.1%
Mutual of America 2050 Retirement Fund Mutual Fund	Other securities	—	—	$504K	4.1%
American Century VP Capital Appreciation Mutual Fund	Other securities	—	—	$503K	4.1%
Mutual of America Moderate Allocation Mutual Fund	Other securities	—	—	$479K	3.9%
Calvert VP SRI Balanced Fund Mutual Fund	Other securities	—	—	$305K	2.5%
Mutual of America Aggressive Allocation Mutual Fund	Other securities	—	—	$299K	2.4%
Mutual of America 2060 Retirement Fund Mutual Fund	Other securities	—	—	$288K	2.3%
Fidelity Investments VIP Asset Manager Mutual Fund	Mutual Funds	—	—	$250K	2.0%
Mutual of America 2025 Retirement Fund Mutual Fund	Other securities	—	—	$214K	1.7%
Mutual of America Conservative Allocation Mutual Fund	Other securities	—	—	$205K	1.7%
Mutual of America 2055 Retirement Fund Mutual Fund	Other securities	—	—	$177K	1.4%
Mutual of America Equity Index Fund Mutual Fund	Common Collective Trusts	—	—	$161K	1.3%
Mutual of America Small Cap Growth Fund Mutual Fund	Other securities	—	—	$158K	1.3%
Vanguard VIF International Mutual Fund	Mutual Funds	—	—	$151K	1.2%
T. Rowe Price Blue Chip Growth Fund Mutual Fund	Other securities	—	—	$136K	1.1%
Goldman Sachs VIT Small Equity Cap Eq Ins. Mutual Fund	Other securities	—	—	$118K	1.0%
Fidelity Investments VIP Mid Cap Mutual Fund	Mutual Funds	—	—	$102K	0.8%
Mutual of America 2065 Retirement Fund Mutual Fund	Other securities	—	—	$99K	0.8%
Mutual of America Bond Fund Mutual Fund	Other securities	—	—	$94K	0.8%
Mutual of America International Fund Mutual Fund	Other securities	—	—	$88K	0.7%
American Funds IS New World` Mutual Fund	Mutual Funds	—	—	$76K	0.6%
Vanguard VIF Diversified Value Mutual Fund	Mutual Funds	—	—	$72K	0.6%
Mutual of America Retirement Income Fun Mutual Fund	Other securities	—	—	$66K	0.5%
Mutual of America Mid-Cap Equity Index Mutual Fund	Common Collective Trusts	—	—	$48K	0.4%
Fidelity VIP Equity-Income Portfolio Mutual Fund	Mutual Funds	—	—	$36K	0.3%
Vanguard VIF Real Estate Index Portfolio Mutual Fund	Mutual Funds	—	—	$35K	0.3%
Mutual of America Balanced Fund Mutual Fund	Other securities	—	—	$34K	0.3%
Interest rates ranging from * Participant Loans 4.25% to 9.5% -0-	Bonds / Notes	—	—	$29K	0.2%
Mutual of America Mid Cap Value Fund Mutual Fund	Other securities	—	—	$28K	0.2%
PIMCO VIT Real Return Portfolio Mutual Fund	Mutual Funds	—	—	$18K	0.1%
Mutual of America Intermediate Bond Fund Mutual Fund	Other securities	—	—	$17K	0.1%
Invesco V.I. Main Street Mutual Fund	Mutual Funds	—	—	$16K	0.1%
Mutual of America All America Fund Mutual Fund	Other securities	—	—	$15K	0.1%
Delaware VIP Small Cap Value Series Mutual Fund	Other securities	—	—	$14K	0.1%
DWS Capital Growth VIP Mutual Fund	Common Stocks	—	—	$9K	<0.1%
Mutual of America Small Cap Equity Index Fu Mutual Fund	Common Collective Trusts	—	—	$7K	<0.1%
Vanguard Total Bond Mkt I Prt Mutual Fund	Mutual Funds	—	—	$5K	<0.1%
Mutual of America Money Market Fund Mutual Fund	Cash / Money Market	—	—	$2K	<0.1%
Mutual of America 2015 Retirement Fund Mutual Fund	Common Stocks	—	—	$2K	<0.1%

1–46 of 46

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