# IU HEALTH 401(K) SAVINGS PLAN

Retirement plan sponsored by **INDIANA UNIVERSITY HEALTH INC.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | INDIANA UNIVERSITY HEALTH INC. |
| EIN | 351955872 |
| Plan number | 005 |
| Plan year | 2025 |
| Location | INDIANAPOLIS, IN |
| Industry | hospital & health care |
| Total assets (end of year) | $5.27B |
| Participants | 53,786 |

## Service providers (Schedule C)

| Provider | Role |
|---|---|
| EMPOWER ADVISORY GROUP, LLC | Recordkeeping fees |
| EMPOWER ADVISORY GROUP, LLC | Investment management |
| AON CONSULTING | Other fees |
| BULLOCK WEALTH MANAGEMENT GROUP | Investment advisory (participants) |
| VESTIA ADVISORS LLC | Investment advisory (participants) |
| TOTAL WEALTH PLANNING LLC | Investment advisory (participants) |
| TEEPLE WEALTH MANAGEMENT LLC | Investment advisory (participants) |
| CHARLES SCHWAB & CO., INC. | Securities brokerage; Securities brokerage commissions and fees; Other investment fees and expenses; Investment management fees paid directly by plan |
| DONALDSON CAPITAL MANAGEMENT | Investment advisory (participants) |
| REGAL INVESTMENT ADVISORS LLC | Investment advisory (participants) |
| ENVESTNET RETIREMENT SOLUTIONS, LLC | Investment advisory (participants) |
| BEDEL FINANCIAL CONSULTING INC | Investment advisory (participants) |
| CAPFINANCIAL PARTNERS LLC | Investment advisory (participants) |
| WALLINGTON ASSET MANAGEMENT | Investment advisory (participants) |
| WOODLEY FARRA MANION PORTFOLIO | Investment advisory (participants) |
| PHILLIPS FINANCIAL MANAGEMENT LLC | Investment advisory (participants) |
| DEERFIELD FINANCIAL ADVISORS I | Investment advisory (participants) |
| DRIVEN INVESTMENTS LLC | Investment advisory (participants) |
| PRECEDENT FINANCIAL STRATEGIES | Investment advisory (participants) |
| COMPREHENSIVE FINANCIAL | Investment advisory (participants) |
| CREATIVE PLANNING LLC | Investment advisory (participants) |
| FISHER INVESTMENTS | Investment advisory (participants) |
| QDRO CONSULTANTS COMPANY, LLC | Other fees |
| HURLOW WEALTH MANAGEMENT GROUP | Investment advisory (participants) |
| ISTO ADVISORS LLC | Investment advisory (participants) |
| GETTINGS REED FINANCIAL | Investment advisory (participants) |
| LARSON FINANCIAL GROUP LLC | Investment advisory (participants) |
| SUMMIT GLOBAL INVESTMENTS LLC | Investment advisory (participants) |
| BANKER INVESTMENT GROUP | Investment advisory (participants) |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/retirement/351955872-005
- Cite as: PlanOptica, https://planoptica.com/retirement/351955872-005
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