How big is Services to Enhance Potential's plan?

Services to Enhance Potential's plan reported $9.3M in assets and 142 participants for 2024.

Original filing (PDF)20251015204717NAL0002992835001

Services to Enhance Potential

Name: Services to Enhance Potential — 403(b) Thrift Plan, Form 5500 (2024)
Creator: Services to Enhance Potential
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

403(b) Thrift Plan of Services to Enhance Potential

Defined-contribution retirement plan · Services to Enhance Potential's 403(b) Thrift Plan of Services to Enhance Potential held $9.3M in plan assets for 142 participants in 2024, with Mutual of America as recordkeeper.

Signals · 1

Late participant contributions

Active participants

142

Accounts w/ balance

198

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

People on this filing

Roberta Anderson signed Services to Enhance Potential's 2024 Form 5500 as plan administrator.

Roberta Anderson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Services to Enhance Potential's EIN is 23-7289763.

EIN 23-7289763

Plan number 002

Plan year 2024

ACK ID 20251015204717NAL0002992835001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Services to Enhance Potential from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Services to Enhance Potential's plan includes a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SERVICES TO ENHANCE POTENTIAL.

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How this plan invests

This plan

1 pooled trust

Schedule D

48 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).

Helping the score

Below-peer total plan cost (95th percentile).

Plan sponsor

Name

SERVICES TO ENHANCE POTENTIAL

EIN

all filings

Address

2941 S GULLEY RD · DEARBORN, MI · 481243160

Phone

(313) 278-3040

Industry

Health Care & Social Assistance

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

2025-10-15

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

UHY LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$612	—

Investments

48 direct securities · 1 pooled fund· $16.6M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Pooled Separate Account

$7.2M

1 holding

Other securities

$6.6M

32 holdings

Mutual Funds

$1.7M

11 holdings

Common Collective Trusts

$921K

3 holdings

Bonds / Notes

$80K

1 holding

Cash / Money Market

$51K

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002	Pooled Separate Account	—	—	$7.2M	77.6%
Mutual of America Mutual of America Interest Accumulation Account	Other securities	—	—	$2.0M	21.6%
Mutual of America Fidelity VIP Contrafund Portfolio	Mutual Funds	—	—	$664K	7.1%
Mutual of America T. Rowe Price Blue Chip Growth Portfolio	Other securities	—	—	$526K	5.6%
Mutual of America MoA Equity Index Fund	Common Collective Trusts	—	—	$492K	5.3%
Mutual of America MoA Small Cap Value Fund	Other securities	—	—	$427K	4.6%
Mutual of America MoA Clear Passage 2035 Fund	Other securities	—	—	$391K	4.2%
Mutual of America DWS Capital Growth VIP	Other securities	—	—	$388K	4.2%
Mutual of America MoA Moderate Allocation Fund	Other securities	—	—	$366K	3.9%
Mutual of America MoA Clear Passage 2020 Fund	Other securities	—	—	$292K	3.1%
Mutual of America MoA All America Fund	Other securities	—	—	$266K	2.8%
Mutual of America Fidelity VIP Mid Cap Portfolio	Mutual Funds	—	—	$246K	2.6%
Mutual of America MoA Small Cap Equity Index Fund	Common Collective Trusts	—	—	$233K	2.5%
Mutual of America Macquarie VIP Small Cap Value Series	Other securities	—	—	$223K	2.4%
Mutual of America MoA Clear Passage 2030 Fund	Other securities	—	—	$212K	2.3%
Mutual of America MoA Mid Cap Equity Index Fund	Common Collective Trusts	—	—	$195K	2.1%
Mutual of America Vanguard VIF Diversified Value Portfolio	Mutual Funds	—	—	$185K	2.0%
Mutual of America MoA Small Cap Growth Fund	Other securities	—	—	$179K	1.9%
Mutual of America Vanguard VIF International Portfolio	Mutual Funds	—	—	$179K	1.9%
Mutual of America MoA Clear Passage 2025 Fund	Other securities	—	—	$175K	1.9%
Mutual of America Fidelity VIP Equity-Income Portfolio	Mutual Funds	—	—	$171K	1.8%
Mutual of America MoA Conservative Allocation Fund	Other securities	—	—	$156K	1.7%
Mutual of America MoA Clear Passage 2045 Fund	Other securities	—	—	$135K	1.4%
Mutual of America Invesco V.I. Main Street Fund	Mutual Funds	—	—	$134K	1.4%
Mutual of America MoA Balanced Fund	Other securities	—	—	$130K	1.4%
Mutual of America MoA Aggressive Allocation Fund	Other securities	—	—	$129K	1.4%
Mutual of America MoA Clear Passage 2040 Fund	Other securities	—	—	$103K	1.1%
Mutual of America MoA Clear Passage 2050 Fund	Other securities	—	—	$103K	1.1%
Mutual of America MoA Core Bond Fund	Other securities	—	—	$88K	0.9%
Participant loans Maturing at various dates through December 2029, with interest rates ranging from 3.25% to 5.85%	Bonds / Notes	—	—	$80K	0.9%
Mutual of America MoA Clear Passage 2055 Fund	Other securities	—	—	$64K	0.7%
Mutual of America Calvert VP SRI Balanced Portfolio	Other securities	—	—	$54K	0.6%
Mutual of America MoA US Government Money Market Fund	Cash / Money Market	—	—	$51K	0.5%
Mutual of America Vanguard VIF Real Estate Index Portfolio	Mutual Funds	—	—	$41K	0.4%
Mutual of America American Century Investments VP Capital Appreciation Fund	Other securities	—	—	$37K	0.4%
Mutual of America Fidelity VIP Asset Manager Portfolio	Mutual Funds	—	—	$29K	0.3%
Mutual of America MoA Mid Cap Value Fund	Other securities	—	—	$23K	0.3%
Mutual of America Vanguard VIF Total Bond Market Index Portfolio	Mutual Funds	—	—	$23K	0.2%
Mutual of America American Funds Insurance Series World Fund	Mutual Funds	—	—	$18K	0.2%
Mutual of America PIMCO VIT Real Return Portfolio	Mutual Funds	—	—	$17K	0.2%
Mutual of America Goldman Sachs VIT US Equity Insights Fund	Other securities	—	—	$16K	0.2%
Mutual of America MoA Clear Passage 2065 Fund	Other securities	—	—	$13K	0.1%
Mutual of America MoA Intermediate Bond Fund	Other securities	—	—	$13K	0.1%
Mutual of America MoA Clear Passage 2060 Fund	Other securities	—	—	$12K	0.1%
Mutual of America Goldman Sachs VIT Small Cap Equity Insights Fund	Other securities	—	—	$8K	<0.1%
Mutual of America MoA Clear Passage 2015 Fund	Other securities	—	—	$8K	<0.1%
Mutual of America Neuberger Berman AMT Sustainable Equity Portfolio	Other securities	—	—	$8K	<0.1%
Mutual of America MoA Retirement Income Fund	Other securities	—	—	$7K	<0.1%
Mutual of America MoA International Fund	Other securities	—	—	$5K	<0.1%