· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
AREA IV AGENCY ON AGING AND — AREA IV AGENCY ON AGING AND COMMUNITY ACTION PROGRAMS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250717115602NAL0000223345001
AREA IV AGENCY ON AGING AND
Form 5500-SF
FILING_RECEIVED
AREA IV AGENCY ON AGING AND COMMUNITY ACTION PROGRAMS 401(K) PLAN
401(k) retirement plan
Active participants
61
Accounts w/ balance
71
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
AREA IV AGENCY ON AGING AND
.
Find decision makers
Plan sponsor
Name
AREA IV AGENCY ON AGING AND
EIN
35-1329223
Address
660 NORTH 36TH STREET · LAFAYETTE, IN · 47903
Phone
(765) 447-7683
Industry
Health Care & Social Assistance
see 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
2025-07-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
ORANGE COUNTY CONSERVATION CORPS
ORANGE COUNTY CONSERVATION CORPS 403(B) PLAN
$1.7M · 113 participants
MID-EAST COMMUNITY ACTION AGENCY
MID-EAST COMMUNITY ACTION AGENCY 403(B) PLAN
$1.7M · 93 participants
ROCKWOOD LEADERSHIP INSTITUTE
ROCKWOOD LEADERSHIP INSTITUTE 403(B) PLAN
$1.7M · 33 participants
OAK MANOR INC
OAK MANOR INC TAX SHELTERED ANNUITY PLAN
$1.7M · 48 participants
CRISIS SERVICES OF NORTH ALABAMA, INC.
403(B) THRIFT PLAN OF CRISIS SERVICES OF NORTH ALABAMA, INC.
100
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.7M · 113 participants
COMMUNITY SUPPORT SERVICES, INC.
403(B) THRIFT PLAN OF COMMUNITY SUPPORT SERVICES, INC.
$1.7M · 108 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
