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Original filing (PDF)20250828091815NAL0005425779001
SEVEN CORNERS, INC.
Form 5500
FILING_RECEIVED
SEVEN CORNERS, INC. 401(K) PS PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
132
Accounts w/ balance
182
Plan assets (EOY)
$13.3M
Net assets (EOY)
$13.3M
How this plan invests
This plan
1 pooled trust
Schedule D
24 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.
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEVEN CORNERS, INC..
Plan sponsor
Name
SEVEN CORNERS, INC.
EIN
35-2025404
Address
303 CONGRESSIONAL BOULEVARD · CARMEL, IN · 46032
Phone
(317) 575-2652
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-28
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
KATZ, SAPPER & MILLER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $24K | — |
Investments
23 direct securities · 1 pooled fund· $13.3M(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
$12.7M
23 holdings
Common Collective Trust
$554K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.5M | 11.4% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.3M | 9.5% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.2M | 9.3% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $984K | 7.4% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $885K | 6.7% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $869K | 6.6% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $844K | 6.4% | |
| T. Rowe Price Overseas Stock I T. Rowe Price 0 | — | — | — | $604K | 4.6% | |
| AB Large Cap Growth Z Alliance Bernstein 0 | — | — | — | $591K | 4.5% | |
| MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 125 | Common Collective Trust | — | — | $554K | 4.2% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $522K | 3.9% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $518K | 3.9% | |
| iShares Russell 2000 SmCap Ind K iShares 0 | — | — | — | $497K | 3.8% | |
| PIMCO Income Instl PIMCO 0 | — | — | — | $424K | 3.2% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $380K | 2.9% | |
| American Funds New World R6 American Funds 0 | — | — | — | $332K | 2.5% | |
| JPMorgan Equity Income R6 JP Morgan 0 | — | — | — | $293K | 2.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $251K | 1.9% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $175K | 1.3% | |
| iShares U.S. Aggregate Bond Index K iShares 0 | — | — | — | $174K | 1.3% | |
| Fidelity Advisor Total Bond Z Fidelity 0 | — | — | — | $153K | 1.2% | |
| Vanguard Strategic Equity Inv Vanguard 0 | — | — | — | $110K | 0.8% | |
| Janus Henderson Triton N Janus Henderson 0 | — | — | — | $56K | 0.4% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $21K | 0.2% |
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