Retirement plan

INDIANA LANDMARKS RETIREMENT SAVINGS PROGRAM

Name: HISTORIC LANDMARKS FOUNDATION INDIA INC - INDIANA LANDMARKS RETIREMENT SAVINGS PROGRAM (2015) Form 5500
Creator: HISTORIC LANDMARKS FOUNDATION INDIA INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INDIANA LANDMARKS RETIREMENT SAVINGS PROGRAM, HISTORIC LANDMARKS FOUNDATION INDIA INC

HISTORIC LANDMARKS FOUNDATION INDIA INCEIN 35-1162873Plan #001PY 2015

1201 CENTRAL AVENUE - INDIANAPOLIS, IN 462022656317-639-4534LinkedIn11-50 employeesmuseums and institutions

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$4.2M

No prior year

Total participants

No prior year

Average account balance

$120,478

No prior year

Annual return

-1.14%

No prior year

Benchmarks

See 6,735 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort6,735 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.64M

Not enough data

1 years with asset history on file

Average account balance

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

$182K

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

$461K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+16.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1638

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 codes2F2G2L2M2T

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$81K

$2015 / participant

Other / not subdivided$81K100.0%

% of EOY assets

1.911%

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

$120,478

$45,152+166.8%

$73,836+63.2%

$59,633+102.0%

Participation rate

87.5%

64.0%+23.5pp

73.4%+14.1pp

68.7%+18.8pp

Annual return

-1.14%

27.40%-28.5pp

2268.06%-2269.2pp

2041.45%-2042.6pp

Employer contribution / active EE

$2,981

$1,901+56.8%

$2,787+6.9%

$2,203+35.3%

Participant deferral / active EE

$4,703

$2,573+82.8%

$3,583+31.3%

$3,192+47.4%

Admin fee / account holder

$2,303

$3,515-34.5%

$4,882-52.8%

$4,297-46.4%

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