Back to filter
Original filing (PDF)20250731145055NAL0003164979001
COMPLIANCE TRAINING PARTNERS
Form 5500-SF
FILING_RECEIVED
COMPLIANCE TRAINING PARTNERS CASH BALANCE PLAN AND TRUST
Defined-benefit pension plan
Active participants
11
Accounts w/ balance
—
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPLIANCE TRAINING PARTNERS.
Plan sponsor
Name
COMPLIANCE TRAINING PARTNERS
EIN
20-3142514
Address
1919 FEDERAL BLVD. · ANN ARBOR, MI · 481034403
Phone
(248) 474-4600
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Information / Tech / Media plans
ON TARGET INTERNET SOLUTIONS I, LP TOPSPOT IMS
TOPSPOT IMS 401(K) EMPLOYEE SAVINGS PLAN
$5.3M · 91 participants
JNJ MOBILE, INC
JNJ MOBILE, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$5.3M · 8 participants
VAGARO, INC.
VAGARO, INC. RETIREMENT SAVINGS PLAN
$5.3M · 196 participants
LESSIN MEDIA COMPANY
THE INFORMATION 401(K) PLAN
$5.2M · 69 participants
COUPONCABIN, LLC
COUPONCABIN, LLC 401(K) PLAN
$5.2M · 44 participants
AMERICAN BOOKSELLERS ASSOCIATION
AMERICAN BOOKSELLERS ASSOCIATION 401(K) PLAN
$5.2M · 39 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants