Shadeland Enterprises Indianapolis Marriot

48
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
48
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (30)
Average in Peer Group (53)
Highest in Peer Group (98)

Plan Description

Shadeland Enterprises Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 48. Shadeland Enterprises Retirement Plan currently has over 100 active participants and over $881.2K in plan assets.

Did you know?

*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2012
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 7202 East 21st Street
  • Location
    Indianapolis , IN
  • 46219-9981
  • Industry
    Hotels (except Casino Hotels) and Motels
  • Administrator
    Mathew Noggle
  • Net Plan Assets
    $880,000
  • Total Participants
    130
  • Avg Account Balance
    $16,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Poor

Performance

Participation Rate:
Poor
Salary Deferrals:
Below Avg.
Account Balance:
Poor

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Average

Performance

Participation Rate:
Average
Salary Deferrals:
Average
Account Balance:
Above Average

Peer Group Plans

Company Rating
Block 22, LLC 49.8
Hi57, LLC 48.5
LXR Luxury Resorts & Hotels 48.5
Fager's Island LTD. 47.8
Azar's 41.7
Beach Resort Investment 32.3
Are you a Plan Sponsor?
Benchmark your plan against others to achieve your business objectives.

Investments

Investment Menu Stats

# of Investment Options

6

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
American Funds New Perspective 29%
51%
American Funds Investment Company of America 27%
6%
American Funds American Balanced 21%
5%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
Ascensus, Inc.
Auditor
KSM Business Services

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

Have a question about retirement plans?
Our community of registered financial advisors are standing by to share their experience.
Ask a question