How big is Indiana Trust's plan?

Indiana Trust's plan reported $10.9M in assets and 41 participants for 2024.

Original filing (PDF)20250508110110NAL0012131777001

Indiana Trust

Name: Indiana Trust — Indiana Trust 401(k) Plan, Form 5500 (2024)
Creator: Indiana Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Indiana Trust 401(k) Plan

401(k) retirement plan · Indiana Trust's Indiana Trust 401(k) Plan held $10.9M in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.9M

Net assets (EOY)

$10.9M

People on this filing

Cheron L. Merten signed Indiana Trust's 2024 Form 5500 as plan administrator.

Cheron L. Merten — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Indiana Trust's EIN is 35-1755675.

EIN 35-1755675

Plan number 001

Plan year 2024

ACK ID 20250508110110NAL0012131777001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Indiana Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Indiana Trust's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INDIANA TRUST.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

INDIANA TRUST

EIN

all filings

Address

4045 EDISON LAKES PARKWAY · SUITE 100 · MISHAWAKA, IN · 46545

Phone

(574) 271-3412

Industry

Commercial Banking· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-08

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Commercial Banking plans

Bank of Botetourt

SBA Defined Contribution Plan for Bank of Botetourt

$10.9M · 129 participants

Community Bancorp of Louisiana Inc.

Community Bancorp of Louisiana Inc. Retirement Plan

$10.9M · 135 participants

Premier Community Bank

Premier Community Bank Retirement Savings and Employee Stock Ownership Plan

$10.9M · 117 participants

Bruning Bank

Bruning Bank 401(k) Retirement Plan

$10.8M · 87 participants

Diamond Bank

Diamond Bank 401(k) Plan

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.