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Original filing (PDF)20250625154703NAL0004670435001
MT. ELLIOTT CEMETERY ASSOCIATION
Form 5500
FILING_RECEIVED
MT. ELLIOTT CEMETERY ASSOCIATION RETIREMENT PLAN
Defined-benefit pension plan
Active participants
37
Accounts w/ balance
—
Plan assets (EOY)
$35.9M
Net assets (EOY)
$35.9M
Plan health score (directional)
84
/ 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
100
Knocking points off
- 67 bps in Schedule C fees — 132% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
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 MT. ELLIOTT CEMETERY ASSOCIATION.
Plan sponsor
Name
MT. ELLIOTT CEMETERY ASSOCIATION
EIN
38-0856070
Address
18201 CLINTON RIVER ROAD · CLINTON TWP, MI · 480382903
Phone
(586) 286-9020
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-06-25
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
DOEREN MAYHEW ASSURANCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMERICA BANK | 38-0856070 | — | CUSTODIAN/TRUSTEE | $226K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WATKINS ROSS | — | GRAND RAPIDS, MI | ACTUARY | $15K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.