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Original filing (PDF)20251015133221NAL0004991569001
CICOA AGING & IN-HOME SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
CICOA AGING & IN-HOME SOLUTIONS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
337
Accounts w/ balance
282
Plan assets (EOY)
$11.0M
Net assets (EOY)
$11.0M
How this plan invests
This plan
7 pooled trusts
Schedule D
25 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
- 56 bps in Schedule C fees — 93% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CICOA AGING & IN-HOME SOLUTIONS, INC..
Plan sponsor
Name
CICOA AGING & IN-HOME SOLUTIONS, INC.
EIN
35-1310387
Address
8440 WOODFIELD CROSSING BLVD STE · 175 · INDIANAPOLIS, IN · 462404359
Phone
(317) 440-7891
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COMER NOWLING AND ASSOCIATES, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $62K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE AMERICA SECURITIES, INC. | 35-1159900 | — | OTHER SERVICES | $0 | — |
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
21 direct securities · 7 pooled funds· $14.8M(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.
Uncategorized
$8.9M
21 holdings
Pooled Separate Account
$6.0M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN GL REAL EST SEC SA-Z | — | — | $0 | $2.4M | 21.4% | |
| PGIM HIGH YIELD R6 FUND | — | — | $0 | $2.2M | 19.8% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $2.2M | 19.8% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $1.6M | 14.7% | |
| T Rowe Price Int US SC Gr Eq I | — | — | $0 | $1.6M | 14.7% | |
| FIDELITY US BOND INDEX FUND | — | — | $0 | $1.0M | 9.5% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | $0 | $996K | 9.0% | |
| FIDELITY TOTAL INT IDX FUND | — | — | $0 | $888K | 8.1% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | $0 | $534K | 4.9% | |
| Principal Guaranteed Option | — | — | $0 | $387K | 3.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | $0 | $334K | 3.0% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $0 | $300K | 2.7% | |
| Principal Overseas Sep Acct-Z | — | — | $0 | $116K | 1.1% | |
| AM FDS 2065 TRGT DTE RTM R6 FD | — | — | $0 | $57K | 0.5% | |
| Fidelity 500 Index Fund | — | — | $0 | $52K | 0.5% | |
| AMERICAN FUNDS NEWWORLD R6 | — | — | $0 | $32K | 0.3% | |
| AB GLOBAL BOND Z FUND | — | — | $0 | $23K | 0.2% | |
| AM FDS 2030 TRGT DTE RTM R6 FD | — | — | $0 | $22K | 0.2% | |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $21K | 0.2% | |
| Prin Core Fix Inc Sep Acct-Z | — | — | $0 | $21K | 0.2% | |
| AM FDS 2045 TRGT DTE RTM R6 FD | — | — | $0 | $15K | 0.1% | |
| AM FDS 2060 TRGT DTE RTM R6 FD | — | — | $0 | $15K | 0.1% | |
| AM FDS 2050 TRGT DTE RTM R6 FD | — | — | $0 | $6K | <0.1% | |
| AM FDS 2010 TRGT DTE RTM R6 FD | — | — | $0 | $6K | <0.1% | |
| MFS Value R6 Fund | — | — | $0 | $4K | <0.1% | |
| AM FDS 2035 TRGT DTE RTM R6 FD | — | — | $0 | $2K | <0.1% | |
| AM FDS 2025 TRGT DTE RTM R6 FD | — | — | $0 | $2K | <0.1% | |
| AM FDS EUROPACIFIC GRTH R6 FD | — | — | $0 | $1K | <0.1% |
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