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Original filing (PDF)20250828133015NAL0010505393001
MISO
Form 5500
FILING_RECEIVED
MISO EMPLOYEES' RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
1,153
Accounts w/ balance
1,472
Plan assets (EOY)
$421.2M
Net assets (EOY)
$421.2M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MISO.
Plan sponsor
Name
MISO
EIN
43-1827033
Address
701 CITY CENTER DRIVE · CARMEL, IN · 46032
Phone
(317) 249-5400
Industry
Utilitiessee 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
2025-08-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$170K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $38K | — |
Investments
30 direct securities · 1 pooled fund· $436.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$420.8M
30 holdings
Common Collective Trust
$15.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund 394,500 shares | — | — | $395K | $80.6M | 19.1% | |
| MFS Growth Fund R6 281,090 shares | — | — | $281K | $57.2M | 13.6% | |
| Fidelity Balanced Fund - Class K 758,200 shares | — | — | $758K | $22.4M | 5.3% | |
| Fidelity Freedom K 2040 Fund 1,827,332 shares | — | — | $1.8M | $21.1M | 5.0% | |
| Self-Directed Accounts Various | — | — | — | $21.1M | 5.0% | |
| Fidelity Freedom K 2045 Fund 1,545,248 shares | — | — | $1.5M | $20.8M | 4.9% | |
| Fidelity Freedom K 2050 Fund 1,416,676 shares | — | — | $1.4M | $19.3M | 4.6% | |
| Fidelity Low-Priced Stock Fund - Class K 434,321 shares | — | — | $434K | $17.7M | 4.2% | |
| Fidelity Freedom K 2035 Fund 1,027,182 shares | — | — | $1.0M | $16.1M | 3.8% | |
| Common Collective Trust Fund *Fidelity Managed Income Portfolio 3.87% | — | — | — | $15.5M | 3.7% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $15.5M | 3.7% | |
| PGIM Total Return Bond Fund 1,275,971 shares | — | — | $1.3M | $15.1M | 3.6% | |
| Fidelity Freedom K 2055 Fund 840,034 shares | — | — | $840K | $13.3M | 3.2% | |
| MFS Value Fund R6 274,101 shares | — | — | $274K | $13.3M | 3.1% | |
| Fidelity Freedom K 2030 Fund 746,174 shares | — | — | $746K | $13.1M | 3.1% | |
| John Hancock International Growth Fund 456,831 shares | — | — | $457K | $12.4M | 2.9% | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund 260,497 shares | — | — | $260K | $11.8M | 2.8% | |
| Fidelity Management Trust Company T. Rowe Price QM US Small-Cap Growth Equity Fund 273,864 shares | — | — | $274K | $11.8M | 2.8% | |
| PIMCO Income Fund 721,762 shares | — | — | $722K | $7.6M | 1.8% | |
| Fidelity Freedom K 2060 Fund 445,740 shares | — | — | $446K | $6.5M | 1.5% | |
| Fidelity Freedom K 2025 Fund 433,532 shares | — | — | $434K | $5.9M | 1.4% | |
| Fidelity International Index Fund 107,578 shares | — | — | $108K | $5.1M | 1.2% | |
| Fidelity Extended Market Index Fund 53,813 shares | — | — | $54K | $4.9M | 1.2% | |
| January 2025 to January 2035 | — | — | — | $3.5M | 0.8% | |
| Fidelity Freedom K 2065 Fund 169,457 shares | — | — | $169K | $2.2M | 0.5% | |
| Fidelity Freedom K 2020 Fund 102,480 shares | — | — | $102K | $1.5M | 0.3% | |
| Fidelity Government Market Fund 454,253 shares | — | — | $454K | $454K | 0.1% | |
| Fidelity Freedom Income Fund - Class K 27,386 shares | — | — | $27K | $289K | <0.1% | |
| Fidelity Freedom K 2015 Fund 22,373 shares | — | — | $22K | $255K | <0.1% | |
| Fidelity Freedom K 2010 Fund 5,158 shares | — | — | $5K | $72K | <0.1% | |
| Fidelity Freedom K 2070 Fund 1,900 shares | — | — | $2K | $19K | <0.1% |