Back to filter
Original filing (PDF)20251015144211NAL0002472739001
CENTER FOR FRATERNAL EXCELLENCE, INC.
Form 5500
FILING_RECEIVED
CFE 401(K) PLAN
401(k) retirement plan
Active participants
133
Accounts w/ balance
115
Plan assets (EOY)
$10.7M
Net assets (EOY)
$10.7M
How this plan invests
This plan
30 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
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTER FOR FRATERNAL EXCELLENCE, INC..
Plan sponsor
Name
CENTER FOR FRATERNAL EXCELLENCE, INC.
EIN
81-4465551
Address
11722 ALLISONVILLE ROAD, STE 103 · FISHERS, IN · 46038
Phone
(317) 872-1112
Industry
Other Services (ex. Public Admin)see 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
2T · Default investment account (QDIA)
2X · Other multiple-employer DC plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COMER NOWLING & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-2647786 | — | RECORDKEEPER | $19K | — |
Investments
30 direct securities· $10.6M(100% of reported assets)
Uncategorized
$10.4M
29 holdings
Mutual Funds
$170K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Gr | — | — | — | $1.8M | 16.5% | |
| FID FDM IDX 2045 IPR | — | — | — | $1.0M | 9.5% | |
| FID FDM IDX 2050 IPR | — | — | — | $1.0M | 9.4% | |
| Fidelity 500 Index | — | — | — | $921K | 8.6% | |
| FID FDM IDX 2055 IPR | — | — | — | $745K | 7.0% | |
| FID FDM IDX 2040 IPR | — | — | — | $657K | 6.2% | |
| FID FDM IDX 2060 IPR | — | — | — | $521K | 4.9% | |
| FID FDM IDX 2025 IPR | — | — | — | $463K | 4.3% | |
| PIF Small Cap Inst | — | — | — | $385K | 3.6% | |
| Fidelity Extd Mkt Index | — | — | — | $336K | 3.2% | |
| Invs Divrs Divd R5 | — | — | — | $333K | 3.1% | |
| FID FDM IDX 2030 IPR | — | — | — | $245K | 2.3% | |
| Fidelity Small Cap Growth | — | — | — | $237K | 2.2% | |
| Victory S Estb Val I | — | — | — | $236K | 2.2% | |
| FID FDM IDX 2035 IPR | — | — | — | $229K | 2.2% | |
| Fidelity Total Bond | — | — | — | $213K | 2.0% | |
| JH Enterprise I | — | — | — | $208K | 2.0% | |
| Fidelity Global EX US Index | — | — | — | $192K | 1.8% | |
| s * Fidelity Overseas | Mutual Funds | — | — | $170K | 1.6% | |
| Notes receivable from participants, interest rates of 3.25-8.50% | — | — | — | $116K | 1.1% | |
| FID FDM IDX 2065 IPR | — | — | — | $106K | 1.0% | |
| Fidelity US Bond Index | — | — | — | $92K | 0.9% | |
| Fidelity Real Estate Invs | — | — | — | $82K | 0.8% | |
| AS SPL Sm Cap Val IS | — | — | — | $72K | 0.7% | |
| HTFD Intl Opps Y | — | — | — | $65K | 0.6% | |
| Interest Bearing Cash * Fidelity Govt MMKT | — | — | — | $62K | 0.6% | |
| Causeway Em Mkts IS | — | — | — | $48K | 0.5% | |
| FID FDM IDX 2070 IPR ** 40 Parnassus Mid Cap IS | — | — | — | $44K | 0.4% | |
| GS Infl-ProSecs IS | — | — | — | $33K | 0.3% | |
| JPM US Small Co L | — | — | — | $19K | 0.2% |
Related plans
Other plans using FIDELITY INVESTMENTS
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST
$23.7B
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM PERSONAL PENSION PLAN
$17.9B · 43,052 participants
MASS GENERAL BRIGHAM INCORPORATED
CONSOLIDATED 403(B) PROGRAM OF MASS GENERAL BRIGHAM AND MEMBER ORGANIZATIONS
$14.9B · 76,559 participants
NOVARTIS CORPORATION
NOVARTIS CORPORATION INVESTMENT SAVINGS PLAN
$9.9B · 11,986 participants
SIEMENS CORPORATION
MASTER TRUST FOR SIEMENS SAVINGS PLANS
$9.7B
Similar-size Other Services (ex. Public Admin) plans
AMERICAN COUNCIL OF LEARNED SOCIETIES
AMERICAN COUNCIL OF LEARNED SOCIETIES DC RETIREMENT PLAN
$10.7M · 41 participants
EASTERN LOS ANGELES REGIONAL CENTER FOR THE DEVELOPMENTALLY DISABLED
TAX DEFERRED ANNUITY PLAN OF EASTERN LOS ANGELES REGIONAL CENTER FOR THE DEVELOPMENTALLY DISABLED, INC.
$10.7M · 460 participants
DELAWARE RIVER WATERFRONT CORPORATION
DELAWARE RIVER WATERFRONT CORPORATION RETIREMENT PLAN
$10.7M · 31 participants
GLIDE FOUNDATION
GLIDE FOUNDATION 403(B) PLAN
$10.6M · 184 participants
GEORGIA TECH ALUMNI ASSOCIATION
GEORGIA TECH ALUMNI ASSOCIATION 401(K) PLAN
$10.6M · 40 participants
PHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINE
PCRM RETIREMENT SAVINGS PLAN
$10.7M · 108 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