Original filing (PDF)20260114095414NAL0015660801001

MICHIGAN TECH FUND

Name: MICHIGAN TECH FUND — MICHIGAN TECH FUND DEFINED CONTRIBUTION PLAN, Form 5500 (2024)
Creator: MICHIGAN TECH FUND

Form 5500-SF

FILING_RECEIVED

MICHIGAN TECH FUND DEFINED CONTRIBUTION PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MICHIGAN TECH FUND.

Plan sponsor

Name

MICHIGAN TECH FUND

EIN

38-1554664

Address

1400 TOWNSEND DR · HOUGHTON, MI · 499311200

Phone

(906) 487-2422

Industry

Other Services (ex. Public Admin)see 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

2026-01-14

Pension benefit codes

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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