Original filing (PDF)20250715142702NAL0002202833001

NORTHWEST MICHIGAN COMMUNITY ACTION AGENCY

Name: NORTHWEST MICHIGAN COMMUNITY ACTION AGENCY — NORTHWEST MICHIGAN COMMUNITY ACTION AGENCY 401(K) PLAN, Form 5500 (2023)
Creator: NORTHWEST MICHIGAN COMMUNITY ACTION AGENCY

Form 5500

FILING_RECEIVED

NORTHWEST MICHIGAN COMMUNITY ACTION AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

372

Accounts w/ balance

201

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

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

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTHWEST MICHIGAN COMMUNITY ACTION AGENCY.

Plan sponsor

Name

NORTHWEST MICHIGAN COMMUNITY ACTION AGENCY

EIN

38-2027389

Address

3963 3 MILE RD N · TRAVERSE CITY, MI · 49686

Phone

(231) 346-2109

Industry

Other Services (ex. Public Admin)see 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

2025-07-15

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3F · Sponsor used leased employees

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$828	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
OLD MISSION INV. COMPANY	20-4942125	—	NONE	$5K	—

Investments

1 pooled fund· $13K(0% 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.