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Original filing (PDF)20251014135557NAL0006280898001
MICHIGAN ADVOCACY PROGRAM
Form 5500
FILING_RECEIVED
MICHIGAN ADVOCACY PROGRAM 401(K) PLAN
401(k) retirement plan
Signals · 2
27% in single holdingNo recordkeeper disclosed
Active participants
212
Accounts w/ balance
213
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
How this plan invests
This plan
30 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Concentration risk
86
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "ABA MEM. MERCER COLL. TRUST 2025 RETIREMENT DATE FUND R2" is 27% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MICHIGAN ADVOCACY PROGRAM.
Plan sponsor
Name
MICHIGAN ADVOCACY PROGRAM
EIN
38-1845444
Address
15 S WASHINGTON ST · YPSILANTI, MI · 48197
Phone
(734) 665-6181
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
YEO & YEO, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 direct security · 30 pooled funds· $9.2M(95% 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
$9.1M
30 holdings
Uncategorized
$6K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 2025 RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 025 | Common Collective Trust | — | — | $2.5M | 25.7% | |
| LARGE CAP INDEX EQUITY FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 012 | Common Collective Trust | — | — | $1.1M | 11.0% | |
| 2050 RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 006 | Common Collective Trust | — | — | $923K | 9.6% | |
| 2035 RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 026 | Common Collective Trust | — | — | $916K | 9.5% | |
| 2045 RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 027 | Common Collective Trust | — | — | $802K | 8.3% | |
| 2040 RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 005 | Common Collective Trust | — | — | $660K | 6.8% | |
| 2055 RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 028 | Common Collective Trust | — | — | $629K | 6.5% | |
| 2030 RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 004 | Common Collective Trust | — | — | $500K | 5.2% | |
| 2020 RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 003 | Common Collective Trust | — | — | $273K | 2.8% | |
| 2060 RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 029 | Common Collective Trust | — | — | $222K | 2.3% | |
| INTERNATIONAL INDEX EQUITY FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 018 | Common Collective Trust | — | — | $194K | 2.0% | |
| ALL CAP INDEX EQUITY FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 016 | Common Collective Trust | — | — | $175K | 1.8% | |
| SMALL-MID CAP INDEX EQUITY R2 MTC COLL. TRUST · EIN 04-6691601 / PN 030 | Common Collective Trust | — | — | $157K | 1.6% | |
| BOND INDEX FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 021 | Common Collective Trust | — | — | $46K | 0.5% | |
| AGGRESSIVE RISK FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 009 | Common Collective Trust | — | — | $20K | 0.2% | |
| REAL ASSET RETURN FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 023 | Common Collective Trust | — | — | $18K | 0.2% | |
| SMALL-MID CAP EQUITY FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 014 | Common Collective Trust | — | — | $15K | 0.2% | |
| DIVERSIFIED GROWTH FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 009 | Common Collective Trust | — | — | $13K | 0.1% | |
| INTNL ALL CAP EQUITY FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 017 | Common Collective Trust | — | — | $10K | <0.1% | |
| BOND CORE PLUS FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 020 | Common Collective Trust | — | — | $8K | <0.1% | |
| ABA MEM. MERCER COLL. TRUST LOAN FUND | — | — | — | $6K | <0.1% | |
| CAPITAL PRESERVATION FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 022 | Common Collective Trust | — | — | $5K | <0.1% | |
| ALTERNATIVE ALPHA FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 024 | Common Collective Trust | — | — | $5K | <0.1% | |
| INFLATION PROTECTION FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 023 | Common Collective Trust | — | — | $4K | <0.1% | |
| MODERATE RISK FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 008 | Common Collective Trust | — | — | $3K | <0.1% | |
| POST RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 002 | Common Collective Trust | — | — | $1K | <0.1% | |
| CONSERVATIVE RISK FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP EQUITY FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| INCOME FOCUSED FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 031 | Common Collective Trust | — | — | $0 | <0.1% | |
| STABLE ASSET RETURN FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 022 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP EQUITY FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% |
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