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Original filing (PDF)20250429113146NAL0000638544001
CRANBROOK EDUCATIONAL COMMUNITY
Form 5500
FILING_RECEIVED
CRANBROOK EDUCATIONAL COMMUNITY SECTION 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
860
Accounts w/ balance
816
Plan assets (EOY)
$79.3M
Net assets (EOY)
$79.3M
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)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (5 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CRANBROOK EDUCATIONAL COMMUNITY.
Plan sponsor
Name
CRANBROOK EDUCATIONAL COMMUNITY
EIN
38-2015048
Address
P.O. BOX 801 · 39221 WOODWARD AVENUE · BLOOMFIELD HILLS, MI · 483030801
Phone
(248) 645-3160
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-04-29
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2H · Partial participant-directed accounts
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-CREF | 13-1624203 | — | NONE KNOWN | $40K | — |
| CAPITAL RESEARCH AND MANAGEMENT CO | 95-1411037 | — | NONE KNOWN | $20 | — |
Investments
1 pooled fund· $1.7M(2% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TIAA REAL ESTATE ACCOUNT TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA · EIN 13-1624203 / PN 004 | Pooled Separate Account | $1.7M | 2.2% |