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Original filing (PDF)20251007110952NAL0004678241001
INDIANA MASONIC HOME, INC.
Form 5500
FILING_RECEIVED
INDIANA MASONIC HOME, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
~84 bps in Sched C feesNo recordkeeper disclosed
Active participants
301
Accounts w/ balance
274
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
How this plan invests
This plan
47 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 84 bps in Schedule C fees — 62% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDIANA MASONIC HOME, INC..
Plan sponsor
Name
INDIANA MASONIC HOME, INC.
EIN
35-2187477
Address
690 STATE STREET · FRANKLIN, IN · 46131
Phone
(317) 736-6141
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
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
KATZ, SAPPER & MILLER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | INVESTMENT ADVISORY | $2K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | 59-1237041 | SAINT PETERSBURG, FL | NONE | $15K | — |
| NATIONWIDE | — | COLUMBUS, OH | NONE | $13K | — |
| NATIONWIDE | — | COLUMBUS, OH | NONE | $577 | — |
Investments
47 direct securities· $3.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Inv Fund | — | — | — | $590K | 16.3% | |
| Vanguard Target Retirement 2040 Inv Fund | — | — | — | $516K | 14.3% | |
| Vanguard Target Retirement 2035 Inv Fund | — | — | — | $506K | 14.0% | |
| Vanguard Target Retirement 2050 Inv Fund | — | — | — | $376K | 10.4% | |
| Vanguard Target Retirement 2020 Inv Fund | — | — | — | $233K | 6.4% | |
| Vanguard Target Retirement 2045 Inv Fund | — | — | — | $194K | 5.4% | |
| Vanguard Target Retirement 2025 Inv Fund | — | — | — | $149K | 4.1% | |
| Vanguard Target Retirement 2055 Inv Fund | — | — | — | $99K | 2.7% | |
| Vanguard Target Retirement 2060 Inv Fund | — | — | — | $70K | 1.9% | |
| Vanguard Target Retirement 2065 Inv Fund | — | — | — | $67K | 1.9% | |
| American Funds New Perspective Fund R6 | — | — | — | $66K | 1.8% | |
| Guggenheim Floating Rate Strats Inst ** 216 Janus Henderson Forty N Fund | — | — | — | $63K | 1.8% | |
| Principal Mid Cap Value I Fund Instl | — | — | — | $62K | 1.7% | |
| Vanguard Small Cap Index Admiral Fund | — | — | — | $46K | 1.3% | |
| Vanguard 500 Index Admiral Fund | — | — | — | $38K | 1.1% | |
| Nationwide Fixed Select Contract | — | — | — | $38K | 1.0% | |
| PGIM High Yield Fund Class Z | — | — | — | $38K | 1.0% | |
| Fidelity 500 Index Fund | — | — | — | $36K | 1.0% | |
| Vanguard Explorer Admiral Fund | — | — | — | $32K | 0.9% | |
| Vanguard Target Retirement Income Inv Fund | — | — | — | $24K | 0.7% | |
| American Funds The Bond Fund of America R6 | — | — | — | $23K | 0.6% | |
| Goldman Sachs Emerging Markets Eq Instl ** 741 Goldman Sachs GQG Partners International Opp Fund | — | — | — | $22K | 0.6% | |
| Fidelity International Index Fund | — | — | — | $21K | 0.6% | |
| Dodge & Cox International Stock Fund | — | — | — | $21K | 0.6% | |
| JPMorgan Intrepid Value Fund R5 | — | — | — | $21K | 0.6% | |
| Nationwide Loomis All Cap Growth Fund R6 | — | — | — | $20K | 0.5% | |
| Lazard International Equity Fund Instl | — | — | — | $19K | 0.5% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $18K | 0.5% | |
| Avantis U.S. Large Cap Value Fund Instl | — | — | — | $18K | 0.5% | |
| JPMorgan Large Cap Growth Fund R6 | — | — | — | $17K | 0.5% | |
| JPMorgan Equity Income Select Fund R5 | — | — | — | $17K | 0.5% | |
| American Beacon International Equity Fund R5 ** 951 Avantis Emerging Markets Equity Fund | — | — | — | $17K | 0.5% | |
| Columbia Select Large Cap Growth Fund I ** 741 DFA Emerging Markets Core Equity Fund I ** 31 DFA Global Real Estate Securities Inst ** 418 DFA US Large Cap Value Fund Instl ** 899 DFA US Targeted Value Fund I | — | — | — | $16K | 0.4% | |
| PGIM Total Return Bond Fund Class R6 | — | — | — | $15K | 0.4% | |
| MONEY MARKET FUND SHARES Federated Hermes Gov't Obligations Premier Fund | — | — | — | $12K | 0.3% | |
| BlackRock High Yield Bond Portfolio K | — | — | — | $12K | 0.3% | |
| PIMCO Emerging Markets Bond Fund Inst ** 103 PIMCO Real Return Fund Instl ** 18 Principal Global Real Estate Securities Fund | — | — | — | $10K | 0.3% | |
| MFS Mid Cap Growth Fund Class R6 | — | — | — | $10K | 0.3% | |
| Diamond Hill MidCap Fund Class Y | — | — | — | $10K | 0.3% | |
| PIMCO CommodityRealReturn Strategy Fund Instl | — | — | — | $9K | 0.2% | |
| Legal & General Commodity Strategy Fund | — | — | — | $8K | 0.2% | |
| BlackRock Mid Cap Growth Equity Fund ** 1 BlackRock Total Return Fund K | — | — | — | $7K | 0.2% | |
| Vanguard Target Retirement 2070 Inv Fund | — | — | — | $7K | 0.2% | |
| Goldman Sachs Growth Opportunities Fund Instl | — | — | — | $6K | 0.2% | |
| REGISTERED INVESTMENT COMPANIES AB Global Bond Fund Class A ** 5 AB Global Bond Fund Class Z | — | — | — | $6K | 0.2% | |
| Avantis U.S. Small Cap Value Fund Instl | — | — | — | $5K | 0.1% | |
| Vanguard Mid Cap Index Admiral Fund | — | — | — | $5K | 0.1% |