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INDIANA UNIVERSITY RESEARCH AND TECHNOLOGY CORPORATION RETIREMENT PLAN — Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250502070727NAL0006223104001
INDIANA UNIVERSITY RESEARCH AND TECHNOLOGY CORPORATION RETIREMENT PLAN
Form 5500-SF
FILING_RECEIVED
INDIANA UNIVERSITY RESEARCH AND TECHNOLOGY CORPORATION RETIREMENT PLAN
403(b) retirement plan
Active participants
5
Accounts w/ balance
55
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
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
INDIANA UNIVERSITY RESEARCH AND TECHNOLOGY CORPORATION RETIREMENT PLAN
.
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Plan sponsor
Name
INDIANA UNIVERSITY RESEARCH AND TECHNOLOGY CORPORATION RETIREMENT PLAN
EIN
35-1990726
Address
642 N MADISON ST STE 113 · BLOOMINGTON, IN · 474044095
Phone
(317) 278-1911
Industry
Educational Services
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
2025-05-02
Pension benefit codes
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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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.
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