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Original filing (PDF)20250813093724NAL0019924338001

WALSH COLLEGE

Form 5500
FILING_RECEIVED
WALSH COLLEGE PENSION PLAN
Defined-benefit pension plan
Signals · 1
Late filing · 2.9 mo
Active participants
30
Accounts w/ balance
—
Plan assets (EOY)
$8.2M
Net assets (EOY)
$8.2M
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)
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
88
Concentration risk
75
Total plan cost
100
Vendor stack
75
Participation health
100
Knocking points off
  • Filed 2.9 months past the 10.5-month grace window.
  • 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 WALSH COLLEGE.
Plan sponsor
Name
WALSH COLLEGE
EIN
38-1308480
Address
3838 LIVERNOIS ROAD · TROY, MI · 48083
Phone
(248) 689-8282
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-08-13
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
FORVIS, LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

2 rows
Other
2
NameEINLocationRelationDirect compIndirect comp
MORGAN STANLEY SMITH BARNEY LLC11-3658445—NONE$32K—
COMERICA BANK42-1741646—NONE$11K—

Investments

1 pooled fund· $85K(1% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

InvestmentTypeCurrent value% of plan
SHORT TERM FUND
COMERICA BANK · EIN 38-2217511 / PN 001
Common Collective Trust
$85K1.0%