· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NEFOUSE & ASSOCIATES, INC. — NEFOUSE & ASSOCIATES 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250714145521NAL0001907680001
NEFOUSE & ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
NEFOUSE & ASSOCIATES 401(K) PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NEFOUSE & ASSOCIATES, INC.
.
Find decision makers
Plan sponsor
Name
NEFOUSE & ASSOCIATES, INC.
EIN
35-1841505
Address
8435 KEYSTONE CROSSING · SUITE 160 · INDIANAPOLIS, IN · 46240
Phone
(317) 803-4220
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
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
2025-07-14
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
STERK INSURANCE AGENCY INC. D/B/A SIA INSURANCE SERVICES
STERK INSURANCE AGENCY 401(K) RETIREMENT PLAN
$1.4M · 12 participants
MONE INSURANCE AGENCY, INC.
MONE INSURANCE AGENCY, INC. 401(K) PLAN
$1.4M · 8 participants
TIMMERMANN INSURANCE SERVICE,
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TIMMERMANN INSURANCE SERVICE, INC.
$1.4M · 12 participants
PATRICK PRENDIVILLE INSURANCE AGENCY, INC.
PATRICK PRENDIVILLE INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLAN
$1.4M · 7 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
AMY M. HUCK INSURANCE AGENCY, INC.
AMY M. HUCK INSURANCE AGENCY, INC 401(K) PLAN
$1.4M · 4 participants
HARTCO, INC. DBA W.A. MITCHELL AGENCY
HARTCO, INC. 401(K) PLAN
$1.4M · 4 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
