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WESTERN INDIANA COMMUNITY ACTION AGENCY, INC — WICAA 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250709145333NAL0003430787001
WESTERN INDIANA COMMUNITY ACTION AGENCY, INC
Form 5500-SF
FILING_RECEIVED
WICAA 403(B) PLAN
403(b) retirement plan
Active participants
114
Accounts w/ balance
69
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
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
WESTERN INDIANA COMMUNITY ACTION AGENCY, INC
.
Find decision makers
Plan sponsor
Name
WESTERN INDIANA COMMUNITY ACTION AGENCY, INC
EIN
35-1115813
Address
705 SOUTH 5TH STREET · TERRE HAUTE, IN · 47807
Phone
(812) 242-6212
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
2025-07-09
Pension benefit codes
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
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61% balance-to-active ratio — below typical for a healthy 401(k).
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.
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