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ALGER - MARQUETTE COMMUNITY ACTION BOARD D/B/A COMMUNITY ACTION ALGER — COMMUNITY ACTION ALGER MARQUETTE RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251222092944NAL0021782162001
ALGER - MARQUETTE COMMUNITY ACTION BOARD D/B/A COMMUNITY ACTION ALGER
Form 5500-SF
FILING_RECEIVED
COMMUNITY ACTION ALGER MARQUETTE RETIREMENT PLAN
401(k) retirement plan
Active participants
112
Accounts w/ balance
74
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
83
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ALGER - MARQUETTE COMMUNITY ACTION BOARD D/B/A COMMUNITY ACTION ALGER
.
Find decision makers
Plan sponsor
Name
ALGER - MARQUETTE COMMUNITY ACTION BOARD D/B/A COMMUNITY ACTION ALGER
EIN
38-1797320
Address
1125 COMMERCE DR · MARQUETTE, MI · 498558630
Phone
(906) 228-6522
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
2024-09-01
Tax period
2025-08-31
Filed
2025-12-22
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
66% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
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Trustee phone
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