Retirement plan

INDIANA LANDMARKS RETIREMENT SAVINGS PROGRAM

Name: HISTORIC LANDMARKS FOUNDATION INDIANA, INC. DBA INDIANA LANDMARKS - INDIANA LANDMARKS RETIREMENT SAVINGS PROGRAM (2025) Form 5500
Creator: HISTORIC LANDMARKS FOUNDATION INDIANA, INC. DBA INDIANA LANDMARKS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INDIANA LANDMARKS RETIREMENT SAVINGS PROGRAM, HISTORIC LANDMARKS FOUNDATION INDIANA, INC. DBA INDIANA LANDMARKS

HISTORIC LANDMARKS FOUNDATION INDIANA, INC. DBA INDIANA LANDMARKSEIN 35-1162873Plan #001PY 2025

1201 CENTRAL AVENUE - INDIANAPOLIS, IN 46202317-639-4534LinkedIn11-50 employeesmuseums and institutions

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$10.8M

+12.4% from 2024

Total participants

+3.4% from 2024

Average account balance

$204,551

+12.4% from 2024

Annual return

16.33%

-0.45 pp from 2024

Benchmarks

See 4,530 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort4,530 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$10.84M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$205K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

123.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$514K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.33%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$17544

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2M2T3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$930K

$21624 / participant

Other / not subdivided$930K100.0%

% of EOY assets

8.577%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$204,551

$61,125+234.6%

$94,057+117.5%

$87,485+133.8%

Participation rate

83.7%

64.1%+19.7pp

73.3%+10.4pp

68.9%+14.8pp

Annual return

16.33%

35.20%-18.9pp

480.62%-464.3pp

26.06%-9.7pp

Employer contribution / active EE

$3,594

$2,136+68.2%

$2,933+22.5%

$2,596+38.4%

Participant deferral / active EE

$8,366

$3,260+156.6%

$4,709+77.6%

$4,274+95.8%

Admin fee / account holder

$17,544

$5,629+211.7%

$7,244+142.2%

$7,775+125.7%

INDIANA LANDMARKS RETIREMENT SAVINGS PROGRAM

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INDIANA LANDMARKS RETIREMENT SAVINGS PROGRAM

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion