Back to filter
Original filing (PDF)20240716082228NAL0002829345001
MARK A. MURRAY HEISLER, CFP
Form 5500-SF
FILING_RECEIVED
MARK A. MURRAY HEISLER, CFP PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARK A. MURRAY HEISLER, CFP.
Plan sponsor
Name
MARK A. MURRAY HEISLER, CFP
EIN
35-2010129
Address
900 E. 96TH STREET, SUITE 300 · INDIANAPOLIS, IN · 46240
Phone
(317) 469-9999
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
Similar-size Finance & Insurance plans
RUTHERFORD ASSET PLANNING, INC
RAP 401K
$1.3M · 2 participants
RIDGE CAPITAL, INC.
RIDGE CAPITAL, INC. 401(K) PLAN
$1.3M · 2 participants
VALLIS ADVISORS
VALLIS ADVISORS 401K PLAN
$1.3M · 9 participants
JACKSON W. PALMER
JACKSON W. PALMER DEFINED BENEFIT PLAN
$1.3M · 1 participants
TRINITY CAPITAL MANAGEMENT LLC
TRINITY CAPITAL MANAGEMENT LLC 401)K) PROFIT SHARING PLAN
$1.3M · 7 participants
GUIDANT PLANNING, INC.
GUIDANT PLANNING, INC. RETIREMENT PLAN
$1.3M · 2 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