Indiana Historical Society 403(b) match, vesting and fees
What Indiana Historical Society's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Form 5500-SF ↗ |
Plan history
Plan assets went from $5.2M at the end of plan year 2021 to $6.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 147 | $6.1M | $0 | $0 | <0.01% | Not published | 5500-SF ↗ |
| 2024 | 143 | $5.3M | $0 | $0 | <0.01% | Not published | 5500-SF ↗ |
| 2023 | 148 | $4.9M | $0 | $0 | <0.01% | Not published | 5500-SF ↗ |
| 2022 | 134 | $4.1M | $0 | $0 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 119 | $5.2M | $3,450 | $49 | <0.01% | Not published | Form 5500 ↗ |
Other Indiana Historical Society plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Indiana Historical Society Defined Contribution Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | American United Life Insurance Co | Schedule C ↗ |
| Independent auditor | Blue & Co. LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Indiana Historical Society
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 403(b) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Indiana Historical Society match 401(k) contributions?
The match terms for the Indiana Historical Society Tax Deferred Annuity Plan have not been published from its filing yet. The plan year 2025 filing reports $0 in employer contributions, about $0 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Indiana Historical Society 401(k) match vested?
The vesting schedule for the Indiana Historical Society Tax Deferred Annuity Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Indiana Historical Society 401(k)?
The filing names Indiana Historical Society as plan administrator; it does not list a recordkeeper.
I left Indiana Historical Society. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Indiana Historical Society, (317) 234-7640). The Indiana Historical Society old 401(k) page lists the contacts from every plan filing. Find an old Indiana Historical Society 401(k)
Data from the public Form 5500 annual reports Indiana Historical Society filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Indiana Historical Society. Not financial advice. Report a correction · Methodology