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Original filing (PDF)20251015141052NAL0006372096001
COMMUNITY ACTION PROGRAM OF EVANSVILLE & VANDERBURGH COUNTY INC.
Form 5500
FILING_RECEIVED
C.A.P.E. 401K EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
167
Accounts w/ balance
183
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (14 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY ACTION PROGRAM OF EVANSVILLE & VANDERBURGH COUNTY INC..
Plan sponsor
Name
COMMUNITY ACTION PROGRAM OF EVANSVILLE & VANDERBURGH COUNTY INC.
EIN
35-1176665
Address
401 SE 6TH ST STE 1 · EVANSVILLE, IN · 47713
Phone
(812) 425-4241
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
COMER NOWLING & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $3K | — |
Investments
25 direct securities · 1 pooled fund· $3.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$1.5M
1 holding
Uncategorized
$1.5M
23 holdings
Guaranteed Income / GIC
$301K
1 holding
Mutual Funds
$106K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $1.5M | 81.3% | |
| Blackrck Midcap Eqty Idx CI31 ** 38 Fidelity VIP Growth Init | — | — | — | $409K | 21.7% | |
| s * AUL Stable Value Account | Guaranteed Income / GIC | — | — | $301K | 16.0% | |
| State St S&P 500 Index CL F | — | — | — | $154K | 8.2% | |
| Jan Hen Enterprise A | — | — | — | $127K | 6.7% | |
| Amerfds New Perspective R4 | Mutual Funds | — | — | $106K | 5.6% | |
| Blackrck Russell 2000Grth C131 | — | — | — | $103K | 5.5% | |
| T. Rowe Price Ret 2050 Adv | — | — | — | $80K | 4.2% | |
| T. Rowe Price Ret 2035 Adv | — | — | — | $70K | 3.7% | |
| Pgim High- Yield Z | — | — | — | $57K | 3.0% | |
| T. Rowe Price Ret 2020 Adv | — | — | — | $51K | 2.7% | |
| PARTICIPANTS LOANS 5.5% TO 5.5% 0 | — | — | — | $51K | 2.7% | |
| T. Rowe Price Ret 2055 Adv | — | — | — | $50K | 2.6% | |
| Jan Hen Flex Bond Port Instl | — | — | — | $49K | 2.6% | |
| MFS Val A | — | — | — | $45K | 2.4% | |
| T. Rowe Price Ret 2045 Adv | — | — | — | $42K | 2.2% | |
| Jan Hen Vit Balance Svc | — | — | — | $39K | 2.1% | |
| T. Rowe Price Ret 2060 Adv | — | — | — | $35K | 1.9% | |
| T. Rowe Price Ret 2025 Adv | — | — | — | $35K | 1.9% | |
| T. Rowe Price Ret 2040 Adv | — | — | — | $31K | 1.6% | |
| T. Rowe Price Ret 2015 Adv | — | — | — | $17K | 0.9% | |
| Fidelity VIP Overseas Init | — | — | — | $9K | 0.5% | |
| T. ROWE PRICE TROWEPRICE RET 2065 ADV MUTUAL FUND SHARES 0 | — | — | — | $8K | 0.4% | |
| T. Rowe Price Ret 2030 Adv | — | — | — | $6K | 0.3% | |
| T. Rowe Price Ret 2005 Adv | — | — | — | $5K | 0.2% | |
| T. Rowe Price Ret 2010 Adv | — | — | — | $4K | 0.2% |
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