Back to filter
Original filing (PDF)20250714151307NAL0000782195001
FIRST LEADERSHIP, INC.
Form 5500-SF
FILING_RECEIVED
FIRST LEADERSHIP, INC. C PLAN
Defined-benefit pension plan
Active participants
4
Accounts w/ balance
—
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
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
75
Total plan cost
75
Vendor stack
100
Participation health
100
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 FIRST LEADERSHIP, INC..
Plan sponsor
Name
FIRST LEADERSHIP, INC.
EIN
38-3667775
Address
9652 BAYVIEW COURT · INDIANAPOLIS, IN · 46256
Phone
(317) 753-2222
Industry
Information / Tech / Mediasee 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
2025-07-14
Pension benefit codes
1C · Cash balance or similar hybrid DB
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 Information / Tech / Media plans
JOHN PATRICK PUBLISHING COMPANY
JOHN PATRICK PUBLISHING COMPANY 401K PROFIT SHARING PLAN
$5.1M · 53 participants
STARFALL EDUCATION FOUNDATION
STARFALL EDUCATION FOUNDATION RETIREMENT PLAN
$5.1M · 30 participants
AMERICAN WRITERS & ARTISTS
AMERICAN WRITERS & ARTISTS 401(K) RETIREMENT PLAN
$5.2M · 24 participants
COOPER CONTAINER CORPORATION
COOPER CONTAINER CORPORATION
$5.2M · 65 participants
P.A. HUTCHISON COMPANY, LLC
P.A. HUTCHISON 401K & PROFIT SHARING PLAN
$4.9M · 126 participants
PHOENIX INTERNATIONAL PUBLICATIONS, INC.
PHOENIX INTERNATIONAL PUBLICATIONS, INC. SAVINGS PLAN
$5.2M · 80 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