Back to filter
Original filing (PDF)20251015110419NAL0006046368001
CUMMINS BEHAVIORAL HEALTH SYSTEMS, INC.
Form 5500
FILING_RECEIVED
CUMMINS BEHAVIORAL HEALTH SYSTEMS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
396
Accounts w/ balance
304
Plan assets (EOY)
$16.3M
Net assets (EOY)
$16.3M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CUMMINS BEHAVIORAL HEALTH SYSTEMS, INC..
Plan sponsor
Name
CUMMINS BEHAVIORAL HEALTH SYSTEMS, INC.
EIN
35-1328806
Address
5101 EAST US HIGHWAY 36 · AVON, IN · 46123
Phone
(888) 714-1927
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BLUE AND CO LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $1K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS INC DBA FUTUREPLA | — | SAN DIEGO, CA | CONTRACT ADMIN | $7K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CUMMINS BEHAVIORAL HEALTH SYSTEMS I | — | AVON, IN | OTHER | $12K | — |
Investments
29 direct securities· $16.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2045 Target Date Retirement Fund R3 Mutual Fund | — | — | — | $2.3M | 14.3% | |
| American Funds Growth Fund of America R3 Mutual Fund | — | — | — | $1.7M | 10.6% | |
| American Funds 2030 Target Date Retirement Fund R3 Mutual Fund | — | — | — | $1.7M | 10.6% | |
| American Funds 2050 Target Date Retirement Fund R3 Mutual Fund | — | — | — | $1.7M | 10.2% | |
| American Funds 2040 Target Date Retirement Fund R3 Mutual Fund | — | — | — | $1.1M | 6.9% | |
| American Funds 2055 Target Date Retirement Fund R3 Mutual Fund | — | — | — | $1.1M | 6.8% | |
| American Funds American Mutual Fund R3 Mutual Fund | — | — | — | $971K | 6.0% | |
| American Funds 2035 Target Date Retirement Fund R3 Mutual Fund | — | — | — | $893K | 5.5% | |
| American Funds Fundamental Investors R3 Mutual Fund | — | — | — | $822K | 5.1% | |
| Invesco Equally WTD S&P 500 R3 Mutual Fund | — | — | — | $569K | 3.5% | |
| American Funds 2060 Target Date Retirement Fund R3 Mutual Fund | — | — | — | $521K | 3.2% | |
| Goldman Sachs Small/Mid Cap Growth Services R3 Mutual Fund | — | — | — | $453K | 2.8% | |
| American Funds 2025 Target Date Retirement Fund R3 Mutual Fund | — | — | — | $444K | 2.7% | |
| American Funds Capital World Growth and Income Fund R3 Mutual Fund | — | — | — | $405K | 2.5% | |
| American Funds American Balanced Fund R3 Mutual Fund | — | — | — | $330K | 2.0% | |
| American Funds New Perspective Fund R3 Mutual Fund | — | — | — | $316K | 1.9% | |
| American Funds AMCAP Fund R3 Mutual Fund | — | — | — | $197K | 1.2% | |
| American Funds 2065 Target Date Retirement Fund R4 Mutual Fund | — | — | — | $141K | 0.9% | |
| American Funds 2010 Target Date Retirement Fund R3 Mutual Fund | — | — | — | $118K | 0.7% | |
| American Funds Smallcap World Fund R3 Mutual Fund | — | — | — | $79K | 0.5% | |
| American Funds EuroPacific Growth Fund R3 Mutual Fund | — | — | — | $77K | 0.5% | |
| American Funds Capital World Bond Fund R3 Mutual Fund | — | — | — | $70K | 0.4% | |
| Franklin Utilities Fund - R3 Mutual Fund | — | — | — | $49K | 0.3% | |
| American Funds US Government Money Market Fund R3 Money Market Mutual Fund | — | — | — | $49K | 0.3% | |
| Franklin Conservative Allocation - R3 Mutual Fund | — | — | — | $49K | 0.3% | |
| American Funds New World Fund R3 Mutual Fund | — | — | — | $34K | 0.2% | |
| American Funds Intermediate Bond Fund of America R3 Mutual Fund | — | — | — | $13K | <0.1% | |
| American Funds 2020 Target Date Retirement Fund R3 Mutual Fund | — | — | — | $12K | <0.1% | |
| Lord Abbett High Yield R3 Mutual Fund | — | — | — | $10K | <0.1% |