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Original filing (PDF)20251012210043NAL0000966720001
HENRY FORD HEALTH SYSTEM
Form 5500
FILING_RECEIVED
HENRY FORD HEALTH SYSTEM RETIREMENT SAVINGS PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
13,077
Accounts w/ balance
17,833
Plan assets (EOY)
$1.8B
Net assets (EOY)
$1.8B
How this plan invests
This plan
13 pooled trusts
Schedule D
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HENRY FORD HEALTH SYSTEM.
Plan sponsor
Name
HENRY FORD HEALTH SYSTEM
EIN
38-1357020
Address
ONE FORD PLACE, 4E · DETROIT, MI · 482023450
Phone
(313) 876-8495
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
HENRY FORD HEALTH SYSTEM
EIN
38-1357020
City
DETROIT, MI
Phone
(313) 874-7209
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-12
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GJC CPA'S & ADVISORS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $623K | — |
| NEPC LLC | 04-2927339 | — | NONE | $38K | — |
| GJC CPA'S & ADVISORS | 38-2029668 | — | NONE | $20K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $8K | — |
Investments
2 direct securities · 13 pooled funds· $1.8B(99% 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.
Common Collective Trust
$1.8B
13 holdings
Uncategorized
$68.8M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SMARTRETIREMENT PSV BLND 2030 JPMORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $250.3M | 13.6% | |
| SMARTRETIREMENT PSV BLND 2035 JPMORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $237.1M | 12.9% | |
| TOTAL STOCK MARKT IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6316167 / PN 001 | Common Collective Trust | — | — | $234.0M | 12.7% | |
| SMARTRETIREMENT PSV BLND INCOME JPMORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $216.9M | 11.8% | |
| SMARTRETIREMENT PSV BLND 2025 JPMORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $215.3M | 11.7% | |
| SMARTRETIREMENT PSV BLND 2040 JPMORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $214.6M | 11.7% | |
| SMARTRETIREMENT PSV BLND 2045 JPMORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $164.0M | 8.9% | |
| SMARTRETIREMENT PSV BLND 2050 JPMORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $97.4M | 5.3% | |
| Vanguard Federal Money Market Fund 50,854,085 shares (a) | — | — | — | $50.9M | 2.8% | |
| SMARTRETIREMENT PSV BLND 2055 JPMORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $38.1M | 2.1% | |
| TOTAL INTL STOCK MRKT VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $35.9M | 2.0% | |
| TOTAL BOND MARKET IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $34.6M | 1.9% | |
| Empower Self-Directed Brokerage Various participant- Accounts directed holdings (a) | — | — | — | $17.9M | 1.0% | |
| SMARTRETIREMENT PSV BLND 2060 JPMORGAN CHASE BANK, N.A. · EIN 84-2507352 / PN 001 | Common Collective Trust | — | — | $11.5M | 0.6% | |
| SMARTRETIREMENT PSV BLND 2065 JPMORGAN CHASE BANK, N.A. · EIN 92-0325611 / PN 001 | Common Collective Trust | — | — | $2.3M | 0.1% |