Mike Spencer signed Indiana Masonic Home, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Indiana Masonic Home, Inc.'s EIN is 35-2187477.
Download the official 2024 Form 5500 (PDF) for Indiana Masonic Home, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Indiana Masonic Home, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | NONE | $13K | — |
| NATIONWIDE | — | COLUMBUS, OH | NONE | $577 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | COLUMBUS, OH |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Inv Fund | Mutual Funds | — | — | $590K | 16.3% | |
| Vanguard Target Retirement 2040 Inv Fund | Mutual Funds | — | — | $516K | 14.3% | |
| Vanguard Target Retirement 2035 Inv Fund | Mutual Funds | — | — | $506K | 14.0% | |
| Vanguard Target Retirement 2050 Inv Fund | Mutual Funds | — | — | $376K | 10.4% | |
| Vanguard Target Retirement 2020 Inv Fund | Mutual Funds | — | — | $233K | 6.4% | |
| Vanguard Target Retirement 2045 Inv Fund | Mutual Funds | — | — | $194K | 5.4% | |
| Vanguard Target Retirement 2025 Inv Fund | Mutual Funds | — | — | $149K | 4.1% | |
| Vanguard Target Retirement 2055 Inv Fund | Mutual Funds | — | — | $99K | 2.7% | |
| Vanguard Target Retirement 2060 Inv Fund | Mutual Funds | — | — | $70K | 1.9% | |
| Vanguard Target Retirement 2065 Inv Fund | Mutual Funds | — | — | $67K | 1.9% | |
| American Funds New Perspective Fund R6 | Mutual Funds | — | — | $66K | 1.8% | |
| Guggenheim Floating Rate Strats Inst ** 216 Janus Henderson Forty N Fund | Mutual Funds | — | — | $63K | 1.8% | |
| Principal Mid Cap Value I Fund Instl | Other securities | — | — | $62K | 1.7% | |
| Vanguard Small Cap Index Admiral Fund | Mutual Funds | — | — | $46K | 1.3% | |
| Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | — | $38K | 1.1% | |
| Nationwide Fixed Select Contract | Other securities | — | — | $38K | 1.0% | |
| PGIM High Yield Fund Class Z | Other securities | — | — | $38K | 1.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $36K | 1.0% | |
| Vanguard Explorer Admiral Fund | Mutual Funds | — | — | $32K | 0.9% | |
| Vanguard Target Retirement Income Inv Fund | Mutual Funds | — | — | $24K | 0.7% | |
| American Funds The Bond Fund of America R6 | Mutual Funds | — | — | $23K | 0.6% | |
| Goldman Sachs Emerging Markets Eq Instl ** 741 Goldman Sachs GQG Partners International Opp Fund | Other securities | — | — | $22K | 0.6% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $21K | 0.6% | |
| Dodge & Cox International Stock Fund | Mutual Funds | — | — | $21K | 0.6% | |
| JPMorgan Intrepid Value Fund R5 | Other securities | — | — | $21K | 0.6% | |
| Nationwide Loomis All Cap Growth Fund R6 | Other securities | — | — | $20K | 0.5% | |
| Lazard International Equity Fund Instl | Other securities | — | — | $19K | 0.5% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $18K | 0.5% | |
| Avantis U.S. Large Cap Value Fund Instl | Other securities | — | — | $18K | 0.5% | |
| JPMorgan Large Cap Growth Fund R6 | Other securities | — | — | $17K | 0.5% | |
| JPMorgan Equity Income Select Fund R5 | Other securities | — | — | $17K | 0.5% | |
| American Beacon International Equity Fund R5 ** 951 Avantis Emerging Markets Equity Fund | Other securities | — | — | $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 | Mutual Funds | — | — | $16K | 0.4% | |
| PGIM Total Return Bond Fund Class R6 | Other securities | — | — | $15K | 0.4% | |
| MONEY MARKET FUND SHARES Federated Hermes Gov't Obligations Premier Fund | Cash / Money Market | — | — | $12K | 0.3% | |
| BlackRock High Yield Bond Portfolio K | Other securities | — | — | $12K | 0.3% | |
| PIMCO Emerging Markets Bond Fund Inst ** 103 PIMCO Real Return Fund Instl ** 18 Principal Global Real Estate Securities Fund | Mutual Funds | — | — | $10K | 0.3% | |
| MFS Mid Cap Growth Fund Class R6 | Mutual Funds | — | — | $10K | 0.3% | |
| Diamond Hill MidCap Fund Class Y | Other securities | — | — | $10K | 0.3% | |
| PIMCO CommodityRealReturn Strategy Fund Instl | Mutual Funds | — | — | $9K | 0.2% | |
| Legal & General Commodity Strategy Fund | Other securities | — | — | $8K | 0.2% | |
| BlackRock Mid Cap Growth Equity Fund ** 1 BlackRock Total Return Fund K | Other securities | — | — | $7K | 0.2% | |
| Vanguard Target Retirement 2070 Inv Fund | Mutual Funds | — | — | $7K | 0.2% | |
| Goldman Sachs Growth Opportunities Fund Instl | Other securities | — | — | $6K | 0.2% | |
| REGISTERED INVESTMENT COMPANIES AB Global Bond Fund Class A ** 5 AB Global Bond Fund Class Z | Other securities | — | — | $6K | 0.2% | |
| Avantis U.S. Small Cap Value Fund Instl | Other securities | — | — | $5K | 0.1% | |
| Vanguard Mid Cap Index Admiral Fund | Mutual Funds | — | — | $5K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT ADVISORY |
| $2K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | 59-1237041 | SAINT PETERSBURG, FL | NONE | $15K | — |
