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Original filing (PDF)20260224135512NAL0002027393001
ASPIRE INDIANA, INC.
Form 5500
FILING_RECEIVED
ASPIRE INDIANA EMPLOYER SPONSORED 403(B) PLAN
403(b) retirement plan
Active participants
816
Accounts w/ balance
775
Plan assets (EOY)
$28.9M
Net assets (EOY)
$28.9M
How this plan invests
This plan
1 pooled trust
Schedule D
24 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 (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASPIRE INDIANA, INC..
Plan sponsor
Name
ASPIRE INDIANA, INC.
EIN
35-1341204
Address
9615 E 148TH ST · NOBLESVILLE, IN · 460604360
Phone
(317) 587-0500
Industry
Outpatient Care Centers· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-02-24
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | RECORDKEEPER/BOOKKEEPER | $6K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $33K | — |
Investments
24 direct securities · 1 pooled fund· $28.9M(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.
Uncategorized
$28.0M
23 holdings
Mutual Funds
$875K
1 holding
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Guranteed Investment Contracts *Principal Fixed Guaranteed Option 4.70% | — | — | — | $6.7M | 23.1% | |
| Fidelity 500 Index Fund 17,402 shares | — | — | $17K | $3.8M | 13.0% | |
| BlackRock LifePath Dynamic 2040 K Fund 119,696 shares | — | — | $120K | $2.2M | 7.7% | |
| BlackRock LifePath Dynamic 2030 K Fund 154,322 shares | — | — | $154K | $2.2M | 7.6% | |
| Putnam Large Cap Value R6 Fund 51,924 shares | — | — | $52K | $1.9M | 6.6% | |
| BlackRock LifePath Dynamic 2050 K Fund 60,637 shares | — | — | $61K | $1.5M | 5.2% | |
| BlackRock LifePath Dynamic 2045 K Fund 73,773 shares | — | — | $74K | $1.4M | 5.0% | |
| BlackRock LifePath Dynamic 2055 K Fund 61,876 shares | — | — | $62K | $1.3M | 4.6% | |
| BlackRock LifePath Dynamic 2035 K Fund 74,772 shares | — | — | $75K | $1.3M | 4.4% | |
| AB Large Cap Growth Z Fund 9,568 shares | — | — | $10K | $1.1M | 3.9% | |
| BlackRock LifePath Dynamic 2060 K Fund 54,725 shares | Mutual Funds | — | $55K | $875K | 3.0% | |
| Janus Henderson Overseas N Fund 15,986 shares | — | — | $16K | $833K | 2.9% | |
| American Century Small Cap Growth R6 Fund 31,581 shares | — | — | $32K | $745K | 2.6% | |
| AUL Alternate Fixed Account 1.75% | — | — | — | $662K | 2.3% | |
| PGIM Total Return Bond R6 Fund 50,443 shares | — | — | $50K | $607K | 2.1% | |
| BlackRock LifePath Dynamic Retirement K Fund 47,709 shares | — | — | $48K | $467K | 1.6% | |
| PIMCO Income Institutional Fund 36,163 shares | — | — | $36K | $389K | 1.3% | |
| BlackRock LifePath Dynamic 2065 K Fund 15,950 shares | — | — | $16K | $228K | 0.8% | |
| Maturing November 2025 to March 2037 | — | — | — | $217K | 0.7% | |
| Fidelity Advisor Small Cap Value Z Fund 9,890 shares | — | — | $10K | $199K | 0.7% | |
| Fidelity Total International Index Fund 6,020 shares | — | — | $6K | $96K | 0.3% | |
| (E) | — | — | — | $96K | 0.3% | |
| Fidelity Extended Market Index Fund 149 shares | — | — | — | $14K | <0.1% | |
| (E) | — | — | — | $14K | <0.1% | |
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |