Back to filter
Original filing (PDF)20250522132101NAL0002690417001
COMER, NOWLING AND ASSOCIATE
Form 5500-SF
FILING_RECEIVED
COMER, NOWLING,AND ASSOCIATES 401K PLAN
401(k) retirement plan
Active participants
51
Accounts w/ balance
23
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
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
65
Knocking points off
- Only 45% 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMER, NOWLING AND ASSOCIATE.
Plan sponsor
Name
COMER, NOWLING AND ASSOCIATE
EIN
35-2119569
Address
10475 CROSSPOINT BOULEVARD · SUITE 200 · INDIANAPOLIS, IN · 46256
Phone
(317) 841-3393
Industry
Professional & Technical Servicessee 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
2025-05-22
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
—
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 Professional & Technical Services plans
OMEGA ACCOUNTING SOLUTIONS, INC.
OMEGA ACCOUNTING SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN
$1.5M · 38 participants
WILLIAMS, CROW, MASK, LLP
WCM - CPA RETIREMENT PLAN
$1.5M · 18 participants
RESTAURANT BOOKKEEPING & CONSULTING LLC
RESTAURANT BOOKKEEPING & CONSULTING, LLC CASH BALANCE PLAN
$1.5M · 6 participants
FULLY ACCOUNTABLE, LLC
FULLY ACCOUNTABLE, LLC 401K PLAN
$1.5M · 21 participants
RICHARD H SWEETMAN IV
RICHARD H SWEETMAN IV 401(K) PROFIT SHARING PLAN & TRUST
$1.5M · 4 participants
GROWTH MANAGEMENT SOLUTIONS, INC.
BEANSTALK CFO GROUP 401(K) PROFIT SHARING PLAN
$1.5M · 28 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