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Original filing (PDF)20251015105047NAL0002169859001
HUSE CULINARY INC.
Form 5500
FILING_RECEIVED
HUSE CULINARY INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
620
Accounts w/ balance
559
Plan assets (EOY)
$11.7M
Net assets (EOY)
$11.7M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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 HUSE CULINARY INC..
Plan sponsor
Name
HUSE CULINARY INC.
EIN
82-2846713
Address
101 W WASHINGTON ST · SUITE 1250 EAST · INDIANAPOLIS, IN · 46204
Phone
(317) 637-1811
Industry
Management of Companies / Holdingssee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
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
2T · Default investment account (QDIA)
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
KATZ, SAPPER & MILLER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | — | CHICAGO, IL | THIRD PARTY ADMINISTRATO | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST MERCHANTS BANK | 35-0508403 | — | SERVICE PROVIDER | $0 | — |
Investments
34 direct securities · 1 pooled fund· $22.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$11.8M
33 holdings
Pooled Separate Account
$10.9M
1 holding
Pooled Separate Accounts
$49K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $10.9M | 92.6% | |
| American Funds Growth Fund 29,949 | — | — | — | $1.6M | 13.9% | |
| Vanguard 500 Index Fund Adm 27,704 | — | — | — | $992K | 8.5% | |
| Neuberg Berm MdCp Grw Fnd 18,580 | — | — | — | $819K | 7.0% | |
| Voya Index Solution 2045 26,409 | — | — | — | $720K | 6.1% | |
| Voya Fixed Account | — | — | — | $623K | 5.3% | |
| Voya Intermediate Bond Fund 47,470 | — | — | — | $583K | 5.0% | |
| Voya Index Solution 2055 16,757 | — | — | — | $552K | 4.7% | |
| Vanguard Mid-Cap Index Fund Adm 19,363 | — | — | — | $507K | 4.3% | |
| American Funds AMCAP Fund 11,219 | — | — | — | $488K | 4.2% | |
| Vanguard Tot Int Stk In Fund Adm 31,685 | — | — | — | $452K | 3.9% | |
| Inv Opp Intl Growth 21,834 | — | — | — | $404K | 3.4% | |
| Vanguard LifeStrategy Growth Fund Inv 13,197 | — | — | — | $380K | 3.2% | |
| Voya Index Solution 2050 12,515 | — | — | — | $380K | 3.2% | |
| Vanguard LifeStrategy Moderate Growth Fund Inv 16,609 | — | — | — | $371K | 3.2% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 4.25-9.50%, with maturities through January 2030 0 | — | — | — | $362K | 3.1% | |
| American Funds Am Balanced 12,089 | — | — | — | $357K | 3.0% | |
| Voya Index Solution 2035 14,695 | — | — | — | $351K | 3.0% | |
| Voya Index Solution 2060 14,106 | — | — | — | $312K | 2.7% | |
| Voya Index Solution 2040 10,263 | — | — | — | $297K | 2.5% | |
| American Funds Nw Prspctv 3,270 | — | — | — | $245K | 2.1% | |
| Vanguard Small-Cap Index Fund Adm 9,802 | — | — | — | $240K | 2.1% | |
| Voya Index Solution 2065 13,442 | — | — | — | $207K | 1.8% | |
| Invesco Comstock Fund 4,624 | — | — | — | $168K | 1.4% | |
| ClrBrg SmCp Grw Fd 20 ** 693 DFA Emerging Markets Pt Ins 11,336 | — | — | — | $160K | 1.4% | |
| PIMCO International Bond Fund Unhdg Ins 7,118 | — | — | — | $66K | 0.6% | |
| S HELD AT VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY American Century Short Dur In Pr Bd Fd 4,104 | Pooled Separate Accounts | — | — | $49K | 0.4% | |
| NYLI CBRE Real Estate F R6 1,828 | — | — | — | $28K | 0.2% | |
| Voya Index Solution 2030 1,121 | — | — | — | $27K | 0.2% | |
| DFA US Targeted Vl Port Ins 669 | — | — | — | $26K | 0.2% | |
| Voya Government Money Market Fund A 31 ** 414 Voya Index Solution 2025 1,139 | — | — | — | $23K | 0.2% | |
| Vanguard LifeStrategy Income Fund Inv 1,180 | — | — | — | $17K | 0.1% | |
| MFS Mid Cap Value Fund 99 | — | — | — | $2K | <0.1% | |
| Vanguard LifeStrategy Conservative Growth Fund Inv 81 | — | — | — | $1K | <0.1% | |
| Voya Index Solution Inc 1,006 | — | — | — | $1K | <0.1% |
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