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Original filing (PDF)20251009095554NAL0011205008001
FAMILY DEVELOPMENT SERVICES INC.
Form 5500
FILING_RECEIVED
FAMILY DEVELOPMENT SERVICES INC. 403B RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
233
Accounts w/ balance
298
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
How this plan invests
This plan
1 pooled trust
Schedule D
27 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 FAMILY DEVELOPMENT SERVICES INC..
Plan sponsor
Name
FAMILY DEVELOPMENT SERVICES INC.
EIN
35-1990571
Address
3637 N MERIDIAN ST · INDIANAPOLIS, IN · 46208
Phone
(317) 803-3803
Industry
Health Care & Social Assistancesee 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
2025-10-09
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COMER, NOWLING AND ASSOCIATES, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS FINAN | 48-1305000 | — | NONE | $26K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $6K | — |
Investments
24 direct securities · 1 pooled fund· $14.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$8.0M
22 holdings
Pooled Separate Account
$6.0M
1 holding
Guaranteed Income / GIC
$584K
1 holding
Mutual Funds
$230K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $6.0M | 91.0% | |
| Nuveen Lifecycle Idx 2040 R6 | — | — | — | $1.5M | 22.6% | |
| Nuveen Lifecycle Idx 2045 R6 | — | — | — | $802K | 12.2% | |
| NUVEEN LIFECYCLE IDX 2045 R6 MUTUAL FUND SHARES 0 | — | — | — | $801K | 12.2% | |
| Nuveen Lifecycle Idx 2025 R6 | — | — | — | $620K | 9.4% | |
| NUVEEN LIFECYCLE IDX 2025 R6 MUTUAL FUND SHARES 0 | — | — | — | $619K | 9.4% | |
| NUVEEN LIFECYCLE IDX 2050 R6 MUTUAL FUND SHARES 0 | — | — | — | $608K | 9.2% | |
| s * AUL Stable Value Account | Guaranteed Income / GIC | — | — | $584K | 8.9% | |
| Nuveen Lifecycle Idx 2030 R6 | — | — | — | $558K | 8.5% | |
| NUVEEN LIFECYCLE IDX 2035 R6 MUTUAL FUND SHARES 0 | — | — | — | $496K | 7.5% | |
| Nuveen Lifecycle Idx 2020 R6 | — | — | — | $483K | 7.3% | |
| NUVEEN LIFECYCLE IDX 2020 R6 MUTUAL FUND SHARES 0 | — | — | — | $480K | 7.3% | |
| Nuveen Lifecycle Idx 2060 R6 | — | — | — | $286K | 4.3% | |
| s * Nuveen Lifecycle Idx 2055 R6 | Mutual Funds | — | — | $230K | 3.5% | |
| NUVEEN LIFECYCLE IDX 2055 R6 MUTUAL FUND SHARES 0 | — | — | — | $230K | 3.5% | |
| Nuveen Lifecycle Idx 2065 R6 | — | — | — | $152K | 2.3% | |
| Nuveen Lifecycle Idx 2010 R6 | — | — | — | $122K | 1.9% | |
| Nuveen Lifecycle Idx 2015 R6 | — | — | — | $65K | 1.0% | |
| NUVEEN LIFECYCLE IDX 2015 R6 MUTUAL FUND SHARES 0 | — | — | — | $64K | 1.0% | |
| Macquarie Small Cap Core R6 | — | — | — | $18K | 0.3% | |
| Vanguard 500 Index Adm | — | — | — | $17K | 0.3% | |
| Vanguard US Growth Adm | — | — | — | $17K | 0.3% | |
| Amerfds Washington Mutual R6 | — | — | — | $17K | 0.3% | |
| Vanguard Mid Cap Index Adm | — | — | — | $14K | 0.2% | |
| Vanguard Int-Term Bond Idx Adm | — | — | — | $12K | 0.2% |
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