Kellie Tremain signed Indiana Organ Procurement Organization, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Indiana Organ Procurement Organization, Inc.'s EIN is 35-1746358.
Download the official 2024 Form 5500 (PDF) for Indiana Organ Procurement Organization, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Indiana Organ Procurement Organization, Inc.'s plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL BANK OF INDIANAPOLIS | 35-1904483 | — | NONE | $36K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Balanced Index Fund 93,228 shares | Common Collective Trusts | — | $93K | $4.5M | 14.2% | |
| American Funds Target 2050 Fund 152,547 shares | Mutual Funds | — | $153K | $3.2M | 10.0% | |
| American Funds Target 2040 Fund 146,912 shares | Mutual Funds | — | $147K | $3.0M | 9.5% | |
| Vanguard Total Stock Market Index Fund 17,260 shares | Common Collective Trusts | — | $17K | $2.4M | 7.7% | |
| American Funds Target 2030 Fund 122,275 shares | Mutual Funds | — | $122K | $2.1M | 6.7% | |
| American Funds Target 2060 Fund 107,100 shares | Mutual Funds | — | $107K | $1.9M | 6.1% | |
| Vanguard Equity Income Fund 18,625 shares | Mutual Funds | — | $19K | $1.6M | 5.2% | |
| The National Bank of Indianapolis Mutual Funds JP Morgan Trust II Mid Cap Growth Fund 26,696 shares | Other securities | — | $27K | $1.3M | 4.3% | |
| MFS Series Trust II Growth Fund R6 6,501 shares | Mutual Funds | — | $7K | $1.3M | 4.2% | |
| Vanguard Class A Mid Cap Index Fund 3,713 shares | Common Collective Trusts | — | $4K | $1.2M | 3.8% | |
| American Funds Target 2045 Fund 53,099 shares | Mutual Funds | — | $53K | $1.1M | 3.5% | |
| Vanguard Small Cap Growth Index Fund 10,644 shares | Common Collective Trusts | — | $11K | $1.0M | 3.3% | |
| American Funds Target 2055 Fund 36,933 shares | Mutual Funds | — | $37K | $976K | 3.1% | |
| Vanguard 500 Index Fund 1,594 shares | Common Collective Trusts | — | $2K | $865K | 2.7% | |
| Dodge & Cox Income Fund 41,646 shares | Mutual Funds | — | $42K | $516K | 1.6% | |
| American Funds EuroPacific Growth Fund 9,584 shares | Mutual Funds | — | $10K | $515K | 1.6% | |
| American Funds Target 2035 Fund 26,774 shares | Mutual Funds | — | $27K | $510K | 1.6% | |
| American New World Fund Class R6 4,828 shares | Other securities | — | $5K | $372K | 1.2% | |
| Vanguard Inflation Protected Securities Fund 16,416 shares | Mutual Funds | — | $16K | $370K | 1.2% | |
| Maturing July 2025 to November 2035 | Other securities | — | — | $299K | 0.9% | |
| Vanguard Small Cap Value Fund 3,365 shares | Mutual Funds | — | $3K | $287K | 0.9% | |
| Vanguard Short-Term Class A Fund 16,492 shares | Mutual Funds | — | $16K | $170K | 0.5% | |
| American Funds Target 2065 Fund 9,356 shares | Mutual Funds | — | $9K | $164K | 0.5% | |
| Money Market Fund Vanguard Treasury Money Market Fund 150,261 shares | Mutual Funds | — | $150K | $150K | 0.5% | |
| American Funds Target 2020 Fund 3,550 shares | Mutual Funds | — | $4K | $48K | 0.2% | |
| BlackRock Funds V High Yield 6,709 shares | Other securities | — | $7K | $48K | 0.2% | |
| Fidelity Advisor Investment Fund 5,691 shares | Mutual Funds | — | $6K | $40K | 0.1% | |
| American Funds Target 2025 Fund 2,086 shares | Mutual Funds | — | $2K | $32K | <0.1% | |
| Vanguard Developed Markets Fund 1,864 shares | Mutual Funds | — | $2K | $29K | <0.1% | |
| Vanguard Bond Index Fund 260 shares | Common Collective Trusts | — | — | $22K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
