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Original filing (PDF)20251014100646NAL0003606080001
HALL, RENDER, KILLIAN, HEATH & LYMAN, PC
Form 5500
FILING_RECEIVED
HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
321
Accounts w/ balance
431
Plan assets (EOY)
$142.5M
Net assets (EOY)
$142.5M
How this plan invests
This plan
32 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HALL, RENDER, KILLIAN, HEATH & LYMAN, PC.
Plan sponsor
Name
HALL, RENDER, KILLIAN, HEATH & LYMAN, PC
EIN
35-1427161
Address
500 N. MERIDIAN STREET · SUITE 400 · INDIANAPOLIS, IN · 46204
Phone
(317) 633-4884
Industry
Law Offices· Professional & Technical Servicessee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BLUE & CO., LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $50K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRIL LYNCH CONSULTING SERVICES | — | INDIANAPOLIS, IN | ADVISOR | $60K | — |
Investments
32 direct securities· $138.2M(97% of reported assets)
Uncategorized
$112.4M
30 holdings
Mutual Funds
$25.8M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s *** Aggressive Unitized Fund Mutual Fund | Mutual Funds | — | — | $18.8M | 13.2% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $18.3M | 12.9% | |
| Moderate Unitized Fund Mutual Fund | — | — | — | $12.6M | 8.8% | |
| Franklin Growth A Mutual Fund | — | — | — | $9.2M | 6.5% | |
| Cash and equivalents Vanguard Federal Money Market Investor Money Market | — | — | — | $8.5M | 5.9% | |
| Hartford Dividend & Growth R4 Mutual Fund | — | — | — | $7.2M | 5.1% | |
| s - Self Directed Brokerage Accounts Self Directed Brokerage | Mutual Funds | — | — | $7.0M | 4.9% | |
| Conservative Unitized Fund Mutual Fund | — | — | — | $6.9M | 4.9% | |
| PGIM Total Return Bond A Mutual Fund | — | — | — | $5.8M | 4.1% | |
| American Funds Euro Pacific Fund R6 Mutual Fund | — | — | — | $5.3M | 3.7% | |
| American 2025 Target Date Retirement R6 Mutual Fund | — | — | — | $5.0M | 3.5% | |
| Janus Henderson Balanced Fund A Mutual Fund | — | — | — | $4.5M | 3.1% | |
| Hartford Mid-Cap Growth R6 Mutual Fund | — | — | — | $3.5M | 2.5% | |
| American 2050 Target Date Retirement R6 Mutual Fund | — | — | — | $3.4M | 2.4% | |
| American 2030 Target Date Retirement R6 Mutual Fund | — | — | — | $3.1M | 2.2% | |
| American 2035 Target Date Retirement R6 Mutual Fund | — | — | — | $2.7M | 1.9% | |
| Marketable equity securities Self Directed Brokerage Accounts Self Directed Brokerage | — | — | — | $2.6M | 1.8% | |
| JP Morgan Midcap Value R6 Mutual Fund | — | — | — | $2.4M | 1.7% | |
| American Century Small Cap Value R6 Mutual Fund | — | — | — | $2.0M | 1.4% | |
| American 2020 Target Date Retirement R6 Mutual Fund | — | — | — | $1.8M | 1.3% | |
| BlackRock Global Allocation Fund Inc. A Mutual Fund | — | — | — | $1.4M | 1.0% | |
| American 2040 Target Date Retirement R6 Mutual Fund | — | — | — | $1.2M | 0.8% | |
| Fixed income obligations Self Directed Brokerage Accounts Self Directed Brokerage | — | — | — | $1.1M | 0.8% | |
| American 2045 Target Date Retirement R6 Mutual Fund | — | — | — | $853K | 0.6% | |
| Fidelity Global EX US Index Mutual Fund | — | — | — | $838K | 0.6% | |
| Fidelity Extended Market Index Mutual Fund | — | — | — | $807K | 0.6% | |
| due through March 2050 Loans -0- | — | — | — | $503K | 0.4% | |
| Cash - Self Directed Brokerage Accounts Self Directed Brokerage | — | — | — | $420K | 0.3% | |
| American 2055 Target Date Retirement R6 Mutual Fund | — | — | — | $275K | 0.2% | |
| American 2065 Target Date Retirement R6 Mutual Fund | — | — | — | $72K | <0.1% | |
| American 2010 Target Date Retirement R6 Mutual Fund | — | — | — | $68K | <0.1% | |
| American 2060 Target Date Retirement R6 Mutual Fund | — | — | — | $65K | <0.1% |