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Original filing (PDF)20251013080812NAL0001466176001
HOOSIER UPLANDS ECONOMIC DEVELOPMENT CORPORATION
Form 5500
FILING_RECEIVED
HOOSIER UPLANDS ECONOMIC DEVELOPMENT CORPORATION 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
221
Accounts w/ balance
131
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
80
Knocking points off
- 66 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- 59% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOOSIER UPLANDS ECONOMIC DEVELOPMENT CORPORATION.
Plan sponsor
Name
HOOSIER UPLANDS ECONOMIC DEVELOPMENT CORPORATION
EIN
35-1115492
Address
500 W MAIN ST · MITCHELL, IN · 474461411
Phone
(812) 849-4447
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
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | — | SAINT PETERSBURG, FL | NONE | $27K | — |
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | NONE | $18K | — |
Investments
30 direct securities· $6.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Ishares S&P 500 Index K | — | — | — | $1.3M | 19.6% | |
| Blackrock Lifepath Index 2030 K | — | — | — | $1.1M | 16.6% | |
| Blackrock Lifepath Index Retire K | — | — | — | $707K | 10.3% | |
| Blackrock Lifepath Index 2045 K | — | — | — | $493K | 7.2% | |
| Blackrock Lifepath Index 2035 K | — | — | — | $411K | 6.0% | |
| CMFG Life Insurance Company CUNA Mutual Guaranteed Account | — | — | — | $392K | 5.7% | |
| Clearbridge International Growth Is | — | — | — | $360K | 5.3% | |
| MFS Growth R6 | — | — | — | $300K | 4.4% | |
| Ishares Msci Eafe Intl Idx K | — | — | — | $297K | 4.3% | |
| Blackrock Lifepath Index 2050 K | — | — | — | $269K | 3.9% | |
| Blackrock Lifepath Index 2055 K | — | — | — | $229K | 3.3% | |
| Ishares US Aggregate Bond Index K | — | — | — | $197K | 2.9% | |
| Invesco Discv Mid Cap Gr R6 | — | — | — | $149K | 2.2% | |
| Lord Abbett Lord Abbett Total Return R6 | — | — | — | $132K | 1.9% | |
| Ishares Russell 2000 Small-Cap Idx K | — | — | — | $93K | 1.4% | |
| Diamond Hill Diamond Hill Large Cap Y | — | — | — | $90K | 1.3% | |
| Allspring Global Investments Allspring Special Mid Cap Value R6 | — | — | — | $45K | 0.6% | |
| Blackrock Lifepath Index 2040 K | — | — | — | $43K | 0.6% | |
| MFS Global Bond R6 | — | — | — | $35K | 0.5% | |
| MFS Total Return R6 | — | — | — | $34K | 0.5% | |
| Blackrock Lifepath Index 2060 K | — | — | — | $24K | 0.4% | |
| Columbia Overseas Value Inst3 | — | — | — | $16K | 0.2% | |
| JP Morgan JP Morgan Small Cap Growth R6 | — | — | — | $15K | 0.2% | |
| Fidelity Mid Cap Index | — | — | — | $14K | 0.2% | |
| Franklin Small Cap Value R6 | — | — | — | $9K | 0.1% | |
| American Funds American Funds New World R6 | — | — | — | $7K | 0.1% | |
| Principal Global Real Estate Sec R6 | — | — | — | $4K | <0.1% | |
| Pimco Income Instl | — | — | — | $3K | <0.1% | |
| DFA Inflation-Protected Securities I | — | — | — | $3K | <0.1% | |
| Blackrock Lifepath Index 2065 K | — | — | — | $1K | <0.1% |
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