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Original filing (PDF)20251007050736NAL0007530304001
HOMETOWN WAIVER SOLUTIONS LLC
Form 5500
FILING_RECEIVED
HOMETOWN WAIVER SOLUTIONS - 401K
401(k) retirement plan
Active participants
780
Accounts w/ balance
683
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
How this plan invests
This plan
1 pooled trust
Schedule D
28 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 HOMETOWN WAIVER SOLUTIONS LLC.
Plan sponsor
Name
HOMETOWN WAIVER SOLUTIONS LLC
EIN
82-3793785
Address
2229 W VIRGINIA ST · EVANSVILLE, IN · 47712
Phone
(812) 455-2371
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
2025-10-07
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
MEMMER AND ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
Investments
27 direct securities · 1 pooled fund· $1.1M(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
$1.1M
27 holdings
Common Collective Trust
$28K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $160K | 14.5% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $122K | 11.0% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $90K | 8.2% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $83K | 7.5% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $81K | 7.3% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $69K | 6.2% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $68K | 6.2% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $57K | 5.2% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $48K | 4.3% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $41K | 3.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $33K | 3.0% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $31K | 2.8% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $28K | 2.5% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $26K | 2.3% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $25K | 2.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $23K | 2.1% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $22K | 2.0% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $16K | 1.4% | |
| FID FREEDOM INDEX 2010 PREMIER | Registered Investment Companies | — | — | $14K | 1.2% | |
| ISHARES RUSSELL 1000 LRG CAP K | Registered Investment Companies | — | — | $11K | 1.0% | |
| ISHARES MSCI TOTAL INTL IDX K | Registered Investment Companies | — | — | $9K | 0.8% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $9K | 0.8% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $8K | 0.7% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $6K | 0.6% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $6K | 0.6% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $5K | 0.5% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $3K | 0.3% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $2K | 0.2% |
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