Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INDY HEALTH & WELLNESS LLC
EIN 20-2640011medical practiceLatest filing 2024
Plans
2
Retirement
2
$966K assets
Welfare
0
Participants
7
3003 E 98TH ST, SUITE 161 - INDIANAPOLIS, IN 46280317-872-2989LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $966K assets / 7 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INDY HEALTH & WELLNESS LLC 401(K) PLAN
401k
Assets$542K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
INDY HEALTH & WELLNESS, LLC CASH BALANCE PLAN
CashBalance
Assets$424K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INDY HEALTH & WELLNESS LLC 401(K) PLAN | 401k | $542K | 4 | 2024 | |
| 002 | INDY HEALTH & WELLNESS, LLC CASH BALANCE PLAN | CashBalance | $424K | 3 | 2024 |
Retirement plans