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Original filing (PDF)20251106132159NAL0008652723001
OPEN DOOR HEALTH SERVICES, INC.
Form 5500
FILING_RECEIVED
OPEN DOOR HEALTH SERVICES, INC. 401(K) PLAN & TRUST
401(k) retirement plan
Signals · 2
Late filing · 5.7 moNo recordkeeper disclosed
Active participants
232
Accounts w/ balance
252
Plan assets (EOY)
$8.5M
Net assets (EOY)
$8.5M
How this plan invests
This plan
28 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 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
77
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 5.7 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPEN DOOR HEALTH SERVICES, INC..
Plan sponsor
Name
OPEN DOOR HEALTH SERVICES, INC.
EIN
35-2018494
Address
333 S MADISON STREET · MUNCIE, IN · 47305
Phone
(765) 286-7000
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-11-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | — | ST. PETERSBURG, FL | INV ADVISOR | $25K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN PENSION ADVISORS, LTD. | 35-2015845 | INDIANAPOLIS, IN | TPA | $8K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDEEPER | $11K | — |
Investments
28 pooled funds· $7.9M(94% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| WLMNTRMYWAYRTRMTINDX2035 R WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 38-4065300 / PN 384 | Common Collective Trust | $1.0M | 11.9% |
| WLMNTRMYWAYRTRMTINDX2040 R WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 38-4065295 / PN 379 | Common Collective Trust | $902K | 10.6% |
| WLMNTRMYWAYRTRMTINDX2030 R WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 38-4065294 / PN 378 | Common Collective Trust | $843K | 9.9% |
| WLMNTRMYWAYRTRMTINDX2025 R WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 38-4065299 / PN 383 | Common Collective Trust | $791K | 9.3% |
| WLMNTRMYWAYRTRMT LGCAPGR R WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 38-4139869 / PN 647 | Common Collective Trust | $655K | 7.7% |
| WLMNTRMYWAYRTRMTINDX2050 R WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 38-4065307 / PN 391 | Common Collective Trust | $551K | 6.5% |
| WLMNTRMYWAYRTRMTINDX2055 R WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 38-4065302 / PN 386 | Common Collective Trust | $472K | 5.6% |
| WLMNTRMYWAYRTRMT LGCPVAL R WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 38-7264527 / PN 690 | Common Collective Trust | $454K | 5.4% |
| WLMNTRMYWAYRTRMTINDX2045 R WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 38-4065301 / PN 385 | Common Collective Trust | $434K | 5.1% |
| WLMNTRMYWAYRTRMTINDRTRMT R WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 38-4065298 / PN 382 | Common Collective Trust | $328K | 3.9% |
| WLMNTRBR EQ INDX 1 WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | $287K | 3.4% |
| WLMNTRMYWAYRTRMT MDCAPGR R WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 38-4139870 / PN 648 | Common Collective Trust | $232K | 2.7% |
| WLMNTRWYWAYRTRMT INTL GR R WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 38-4139868 / PN 646 | Common Collective Trust | $134K | 1.6% |
| WLMNTRMYWAYRTRMTMLTSCTBD R WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 38-4139871 / PN 649 | Common Collective Trust | $110K | 1.3% |
| WLMNTRMYWAYRTRMT SMCPVAL R WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 85-3975085 / PN 651 | Common Collective Trust | $109K | 1.3% |
| WLMNTRMYWAYRTRMT COR BD R WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 38-4139867 / PN 645 | Common Collective Trust | $109K | 1.3% |
| WLMNTRBR EAFE EQ INDX R WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | $93K | 1.1% |
| WLMNTRMYWAYRTRMT EMRGMKT R WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 38-7264529 / PN 692 | Common Collective Trust | $72K | 0.8% |
| WLMNTRMYWAYRTRMT SMCAPGR R WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 83-3963451 / PN 650 | Common Collective Trust | $67K | 0.8% |
| WLMNTRBR MDCAP EQ INDX 1 WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | $63K | 0.7% |
| WLMNTRMYWAYRTRMT BAL R WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 38-4139866 / PN 644 | Common Collective Trust | $48K | 0.6% |
| WLMNTRBR US DB INDX 1 WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | $38K | 0.4% |
| WLMNTRBR RSL 2000 INDX R WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | $37K | 0.4% |
| WLMNTRMYWAYRTRMT GLBL BD R WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 38-7264532 / PN 695 | Common Collective Trust | $35K | 0.4% |
| WLMNTRMYWAYRTRMTINDX2060 R WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 38-4065297 / PN 381 | Common Collective Trust | $29K | 0.3% |
| WLMNTRMYWAYRTRMT REALEST R WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 38-7264530 / PN 693 | Common Collective Trust | $22K | 0.3% |
| WLMNTRBR US TIPS INDX 1 WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 38-4116835 / PN 510 | Common Collective Trust | $9K | 0.1% |
| WLMNTRMYWAYRTRMTINDX2065 R WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 38-4139859 / PN 636 | Common Collective Trust | $4K | <0.1% |