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Original filing (PDF)20251002125918NAL0000349555001
SUBARU OF INDIANA AUTOMOTIVE, INC.
Form 5500
FILING_RECEIVED
SIA RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
5,985
Accounts w/ balance
7,919
Plan assets (EOY)
$902.6M
Net assets (EOY)
$902.6M
How this plan invests
This plan
21 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUBARU OF INDIANA AUTOMOTIVE, INC..
Plan sponsor
Name
SUBARU OF INDIANA AUTOMOTIVE, INC.
EIN
35-1709710
Address
5500 STATE ROAD 38 EAST · LAFAYETTE, IN · 47905
Phone
(765) 449-6616
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
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
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $462K | — |
| VANGUARD ADVISORS INC. | 23-2811930 | — | NONE | $110K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $5K | — |
Investments
7 direct securities · 21 pooled funds· $905.0M(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.
Common Collective Trust
$851.5M
21 holdings
Uncategorized
$53.5M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NT S&P 500 INDEX FUND - DC - NL - T NORTHERN TRUST GLOBAL INVST · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $170.2M | 18.9% | |
| VANGUARD RETIREMENT SAVINGS TRUST I VANGUARD FUNDS · EIN 23-2186884 / PN 023 | Common Collective Trust | — | — | $100.7M | 11.2% | |
| HARBOR CAPITAL APPRECIATION R HARBOR FUNDS · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $88.6M | 9.8% | |
| NT COL S&P 400 IDX FD DC NL 4 NORTHERN TRUST GLOBAL INVST · EIN 45-6138589 / PN 105 | Common Collective Trust | — | — | $44.3M | 4.9% | |
| FIAM CORE PLUS COMMINGLED POOL CLAS FIDELITY INSTITUTIONAL ASST. MGT. · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $42.1M | 4.7% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | $38.1M | $40.6M | 4.5% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $38.9M | 4.3% | |
| NT AGG BOND INDEX FUND NL T4 NORTHERN TRUST GLOBAL INVST · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $38.8M | 4.3% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $38.7M | 4.3% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $37.0M | 4.1% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $33.6M | 3.7% | |
| FIAM BROAD MARKET DURATION POOL | — | — | — | $33.3M | 3.7% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $32.8M | 3.6% | |
| NT COL R2000 IDX FD DC NL 4 NORTHERN TRUST GLOBAL INVST · EIN 45-6138589 / PN 107 | Common Collective Trust | — | — | $28.8M | 3.2% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $28.2M | 3.1% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY TRUST · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $21.4M | 2.4% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | $19.3M | $17.1M | 1.9% | |
| NT ACWI EX US IMI FD DC NL TIER 4 NORTHERN TRUST GLOBAL INVST · EIN 45-6138589 / PN 103 | Common Collective Trust | — | — | $14.5M | 1.6% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $12.6M | 1.4% | |
| VFTC TARGET RET. INCOME MASTER TRUS | — | — | — | $11.4M | 1.3% | |
| THE VANGUARD TARGET RETIRE INCM TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $11.4M | 1.3% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $10.6M | 1.2% | |
| FIAM HIGH YIELD BOND COMMINGLED POO | — | — | — | $3.2M | 0.4% | |
| FIAM FLOATING RATE HIGH INCOME COMM | — | — | — | $2.5M | 0.3% | |
| FIAM EMERGING MARKETS DEBT COMMINGL | — | — | — | $1.2M | 0.1% | |
| FIAM GLOBAL CREDIT EX-U.S. HEDGED C | — | — | — | $1.1M | 0.1% | |
| FIDELITY REAL ESTATE HIGH INCOME FU | — | — | — | $907K | 0.1% | |
| THE VANGUARD TARGET RETIRE 2070 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $745K | <0.1% |