Original filing (PDF)20250611114252NAL0015739281001

DONALDSON CAPITAL MANAGEMENT, LLC

Name: DONALDSON CAPITAL MANAGEMENT, LLC — DONALDSON CAPITAL MANAGEMENT, LLC 401(K) PLAN, Form 5500 (2024)
Creator: DONALDSON CAPITAL MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

DONALDSON CAPITAL MANAGEMENT, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$44.6M

Net assets (EOY)

$44.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DONALDSON CAPITAL MANAGEMENT, LLC.

Plan sponsor

Name

DONALDSON CAPITAL MANAGEMENT, LLC

EIN

35-1937665

Address

20 NW FIRST STREET · FIFTH FLOOR · EVANSVILLE, IN · 47708

Phone

(812) 421-3200

Industry

Finance & Insurancesee 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

2025-06-11

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

2R · Participant-directed brokerage (SDBA)

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

DIVERSIFIED TRUST COMPANY, INC.

DIVERSIFIED TRUST COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST

$44.6M · 112 participants

MIDOCEAN US ADVISOR LP

MIDOCEAN US ADVISOR LP 401K PLAN

$44.5M · 90 participants

GLOBAL TRUST COMPANY

EASTSPRING GLOBAL EMERGING MARKETS EQUITY CIT

$44.3M

BRIGHTON JONES, LLC

BRIGHTON JONES, LLC 401(K) PROFIT SHARING PLAN & TRUST

$44.9M · 285 participants

BBR PARTNERS, LLC

BBR PARTNERS, LLC RETIREMENT PLAN