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Original filing (PDF)20251013091825NAL0000917809001
SOUTHERN INDIANA RESOURCE SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
SIRS 403(B) PLAN
403(b) retirement plan
Signals · 2
~104 bps in Sched C feesNo recordkeeper disclosed
Active participants
132
Accounts w/ balance
142
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 104 bps in Schedule C fees — 99% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHERN INDIANA RESOURCE SOLUTIONS, INC..
Plan sponsor
Name
SOUTHERN INDIANA RESOURCE SOLUTIONS, INC.
EIN
35-1152797
Address
1579 SOUTH FOLSOMVILLE ROAD · BOONVILLE, IN · 476019465
Phone
(812) 897-4840
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
KRUEGER & ASSOCIATES CPA'S, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT ADVISORY | $5K | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $20K | — |
Investments
30 direct securities· $2.2M(91% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Prin LifeTime Hybrid 2055 R6 | — | — | $0 | $227K | 9.4% | |
| Prin LifeTime Hybrid 2045 R6 | — | — | $0 | $224K | 9.3% | |
| Prin LifeTime Hybrid 2040 R6 | — | — | $0 | $220K | 9.1% | |
| Mutual of America Composite Fund | — | — | $0 | $184K | 7.6% | |
| Mutual of America Interest Accumulation | — | — | $0 | $171K | 7.1% | |
| Prin LifeTime Hybrid 2060 R6 | — | — | $0 | $150K | 6.2% | |
| Prin LifeTime Hybrid 2035 R6 | — | — | $0 | $121K | 5.0% | |
| BlackRock Equity Div K Fund | — | — | $0 | $96K | 4.0% | |
| MFS Intl Diversification R6 Fd | — | — | $0 | $80K | 3.3% | |
| Prin LifeTime Hybrid Inc R6 | — | — | $0 | $79K | 3.3% | |
| JP Morgan Sm Cp Growth R6 Fund | — | — | $0 | $78K | 3.2% | |
| Prin LifeTime Hybrid 2065 R6 | — | — | $0 | $69K | 2.9% | |
| Fidelity VIP Equity-Income Portfolio | — | — | $0 | $63K | 2.6% | |
| Mutual of America Bond Fund | — | — | $0 | $60K | 2.5% | |
| Prin LifeTime Hybrid 2030 R6 | — | — | $0 | $54K | 2.2% | |
| PGIM Total Ret Bond R6 Fd | — | — | $0 | $50K | 2.1% | |
| Prin LifeTime Hybrid 2015 R6 | — | — | $0 | $43K | 1.8% | |
| Franklin DynaTech R6 Fund | — | — | $0 | $38K | 1.6% | |
| Inv Glbl Opp R6 Fd | — | — | $0 | $26K | 1.1% | |
| MFS Corporate Bond R6 Fund | — | — | $0 | $23K | 1.0% | |
| Lord Abbett Bd Debenture R6 Fd | — | — | $0 | $23K | 1.0% | |
| Prin Fixed Inc Guar Option | — | — | $0 | $21K | 0.9% | |
| Prin LifeTime Hybrid 2020 R6 | — | — | $0 | $19K | 0.8% | |
| Mutual of America Mid-Cap Equity Index | — | — | $0 | $16K | 0.7% | |
| PGIM Global Total Ret R6 Fd | — | — | $0 | $12K | 0.5% | |
| Prin LifeTime Hybrid 2070 R6 | — | — | $0 | $11K | 0.5% | |
| AMERICAN FUNDS NEWWORLD R6 | — | — | $0 | $11K | 0.4% | |
| Am Fds Fndmtl Inv R6 Fund | — | — | $0 | $7K | 0.3% | |
| Macquarie Mid Cap Income Oppor | — | — | $0 | $4K | 0.2% | |
| Prin LifeTime Hybrid 2025 R6 | — | — | $0 | $3K | 0.1% |
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