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Original filing (PDF)20260223121923NAL0000826835001
THE CULVER EDUCATIONAL FOUNDATION
Form 5500
FILING_RECEIVED
CULVER EDUCATIONAL FOUNDATION RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
~1886345 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$1K
Net assets (EOY)
$1K
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
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
65
Vendor stack
75
Participation health
90
Knocking points off
- 1886345 bps in Schedule C fees — 1193789% above peer band of 158 bps.
- Plan is frozen (1I) — no new benefit accrual.
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CULVER EDUCATIONAL FOUNDATION.
Plan sponsor
Name
THE CULVER EDUCATIONAL FOUNDATION
EIN
35-0868071
Address
1300 ACADEMY ROAD · CULVER, IN · 465111291
Phone
(574) 842-7000
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-02-23
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
1H · PBGC-terminated and closed out
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGE PENSION RESOURCES, INC. | 26-4419530 | — | NONE | $199K | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $22K | — |
| BROWN ADVISORY LLC | 26-0680642 | — | NONE | $13K | — |
Investments
1 pooled fund· $0(0% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| COL SHORT TERM INVESTMENT FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 084 | Common Collective Trust | $0 | <0.1% |
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