· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
K.E. TOMPKINS INC. DBA UNITY OF INDIANA — UNITY OF INDIANA 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250221065120NAL0010221664001
K.E. TOMPKINS INC. DBA UNITY OF INDIANA
Form 5500-SF
FILING_RECEIVED
UNITY OF INDIANA 401(K) PLAN
401(k) retirement plan
Active participants
96
Accounts w/ balance
29
Plan assets (EOY)
$960K
Net assets (EOY)
$960K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
K.E. TOMPKINS INC. DBA UNITY OF INDIANA
.
Find decision makers
Plan sponsor
Name
K.E. TOMPKINS INC. DBA UNITY OF INDIANA
EIN
35-2045650
Address
3209 W. SMITH VALLEY RD · STE 124 · GREENWOOD, IN · 461428514
Phone
(317) 888-1481
Industry
Health Care & Social Assistance
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
2025-02-21
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
GILDAS CLUB GRAND RAPIDS
GILDA'S CLUB GRAND RAPIDS 401(K) SALARY REDUCTION PLAN & TRUST
$959K · 25 participants
AVIV FOUNDATION
AVIV FOUNDATION 403(B) PLAN
$960K · 5 participants
FIRST ADVOCATES, INC.
FIRST ADVOCATES, INC. 401(K) PLAN
$960K · 84 participants
SPARC
SPARC 401K PROFIT SHARING PLAN
$960K · 28 participants
NEW MOMS INC
NEW MOMS, INC. 403(B) RETIREMENT PLAN
$958K · 73 participants
65
Knocking points off
Only 30% as many balances as active participants — suggests many active employees aren't deferring.
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
HUMAN FIRST , INC.
SECTION 403(B) RETIREMENT PLAN FOR EMPLOYEES OF HUMAN FIRST , INC.
$961K · 255 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
