How big is MT. Elliott Cemetery Association's plan?

MT. Elliott Cemetery Association's plan reported $35.9M in assets and 37 participants for 2023.

Original filing (PDF)20250625154703NAL0004670435001

MT. Elliott Cemetery Association

Name: MT. Elliott Cemetery Association — MT. Elliott, Form 5500 (2023)
Creator: MT. Elliott Cemetery Association
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

MT. Elliott Cemetery Association Retirement Plan

Defined-benefit pension plan · MT. Elliott Cemetery Association's MT. Elliott Cemetery Association Retirement Plan held $35.9M in plan assets for 37 participants in 2023.

Signals · 1

34% in single holding

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$35.9M

Net assets (EOY)

$35.9M

Plan identifiers

MT. Elliott Cemetery Association's EIN is 38-0856070.

EIN 38-0856070

Plan number 001

Plan year 2023

ACK ID 20250625154703NAL0004670435001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for MT. Elliott Cemetery Association from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

MT. Elliott Cemetery Association's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MT. ELLIOTT CEMETERY ASSOCIATION.

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How this plan invests

This plan

21 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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. Based on 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

Knocking points off

Total administrative cost in the bottom quartile of peers (10th percentile).
Plan is frozen (1I) — no new benefit accrual.

Helping the score

Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

MT. ELLIOTT CEMETERY ASSOCIATION

EIN

all filings

Address

18201 CLINTON RIVER ROAD · CLINTON TWP, MI · 480382903

Phone

(586) 286-9020

Industry

Other Services (ex. Public Admin)

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 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
COMERICA BANK	38-0856070	—	CUSTODIAN/TRUSTEE	$226K	—

Actuary

Name	EIN	Location	Relation	Direct comp	Indirect comp
WATKINS ROSS	—	GRAND RAPIDS, MI	ACTUARY	$15K	—

Investments

21 direct securities· $35.9M(100% of reported assets)

Mutual Funds

$26.1M

8 holdings

Other securities

$4.8M

7 holdings

Common Stocks

$3.0M

4 holdings

Bonds / Notes

$2.0M

1 holding

Common Collective Trusts

$51K

1 holding

					% of plan
Nuveen Securities, LLC TIAA-CREF Mutual FDS L/C Growth Index	Mutual Funds	—	$7.2M	$12.2M	33.9%
Nuveen Securities, LLC TIAA-CREF Mutual FDS L/C Value Index	Mutual Funds	—	$6.1M	$8.2M	22.8%
Ishares Core Dividend Growth	Other securities	—	$2.0M	$3.4M	9.4%
Dimensional U.S. Small Cap ETF	Mutual Funds	—	$2.6M	$2.6M	7.4%
Harding, Loevner Funds, Inc. Harding Loevner International Equity Portfolio	Common Stocks	—	$2.1M	$2.5M	7.0%
Dimensional World Ex U.S. Core	Mutual Funds	—	$2.0M	$2.3M	6.4%
Comerica Bank and Trust, N.A. Comerica Short-Term Fund, 0.10% Interest	Bonds / Notes	—	$2.0M	$2.0M	5.6%
Federated Institutional Trust Federated Hermes Government Ultrashort Duration Fund	Other securities	—	$498K	$497K	1.4%
Ishares Russel Mid-Cap ETF	Other securities	—	$288K	$362K	1.0%
Vanguard Group Short-Term Investment Grade ADM	Mutual Funds	—	$237K	$234K	0.7%
PIMCO Investments, LLC PIMCO Short-Term Fund	Mutual Funds	—	$227K	$227K	0.6%
T Rowe Price Floating Rate Fund	Mutual Funds	—	$194K	$190K	0.5%
Janus Investment Fund Janus Henderson Flexible Bond Fund I Shares	Mutual Funds	—	$194K	$169K	0.5%
BlackRock, Inc. Blackrock FDS V Strategic Income	Common Stocks	—	$175K	$167K	0.5%
BlackRock, Inc. Blackrock Event Driven Equity Fund Inst.	Common Stocks	—	$157K	$164K	0.5%
Eaton Vance Management Eaton Vance Global Macro Absolute Return ADV	Other securities	—	$149K	$158K	0.4%
Baird Asset Management Baird Aggregate Bond Fund	Other securities	—	$168K	$148K	0.4%
RBB Fund, Inc. Boston Partners Robeco Global Long/Short Fund Inst.	Common Stocks	—	$111K	$123K	0.3%
AQR Funds AQR Managed Futures Strategy Fund	Other securities	—	$131K	$122K	0.3%
Ishares JP Morgan Emerging Markets Bond Fund	Other securities	—	$114K	$98K	0.3%
Ishares S&P Preferred Stock Index Fund	Common Collective Trusts	—	$60K	$51K	0.1%