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Original filing (PDF)20251015053746NAL0001918259001
DUNES HOSPICE LLC
Form 5500
FILING_RECEIVED
DUNES HOSPICE 401K PLAN
401(k) retirement plan
Active participants
112
Accounts w/ balance
224
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DUNES HOSPICE LLC.
Plan sponsor
Name
DUNES HOSPICE LLC
EIN
46-4486061
Address
4711 EVANS AVE · VALPARAISO, IN · 46383
Phone
(219) 873-4918
Industry
Health Care & Social Assistancesee 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
2025-10-15
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)
Audit & trust (Schedule H)
Auditor
KRUGGEL LAWTON & COMPANY LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT/FINANCIAL ADVI | $8K | — |
Investments
24 direct securities · 1 pooled fund· $1.9M(99% 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.
Registered Investment Companies
$1.8M
24 holdings
Common Collective Trust
$23K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ALLSPRING SPECIAL SC VAL A 185 REGISTERED INVESTMENT COMPANY T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $249K | 13.2% | |
| INVESCO S&P 500 INDEX A | Registered Investment Companies | — | — | $182K | 9.6% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $179K | 9.5% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $157K | 8.3% | |
| T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $152K | 8.0% | |
| JPM US EQUITY FD R3 | Registered Investment Companies | — | — | $147K | 7.8% | |
| AM FNDS WASH MUTUAL INV - R3 | Registered Investment Companies | — | — | $133K | 7.0% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $93K | 4.9% | |
| JANUS HENDERSONTRITON FUND - S | Registered Investment Companies | — | — | $89K | 4.7% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $84K | 4.5% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $69K | 3.6% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $65K | 3.4% | |
| JPM US SMALL COMPANY FD R3 | Registered Investment Companies | — | — | $61K | 3.2% | |
| JPM MID CAP VALUE R3 | Registered Investment Companies | — | — | $52K | 2.8% | |
| PIONEER FUND GRWTH FUND - A | Registered Investment Companies | — | — | $40K | 2.1% | |
| INVESCO CORE BND A | Registered Investment Companies | — | — | $25K | 1.3% | |
| INVESCO STABLE ASSET - ADP59 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $23K | 1.2% | |
| NATIONWIDE INTL INDEX - A | Registered Investment Companies | — | — | $21K | 1.1% | |
| PGIM HIGH YIELD FUND - R2 | Registered Investment Companies | — | — | $16K | 0.8% | |
| JPM EQ INCOME FD R3 | Registered Investment Companies | — | — | $14K | 0.7% | |
| AMERICAN FUNDS INTL GR AND INC | Registered Investment Companies | — | — | $7K | 0.4% | |
| AMERICAN FUNDS AMER BAL FD- R3 | Registered Investment Companies | — | — | $5K | 0.3% | |
| BLK REAL ESTATE SECUR - SVC | Registered Investment Companies | — | — | $4K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2065 | Registered Investment Companies | — | — | $3K | 0.2% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $2K | <0.1% |
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