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REGION II COMMISSION ON SERVIC — 403(B) THRIFT PLAN FOR EMPLOYEES OF REGION II COMMISSION ON SERVICES TO THE AGING, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250602104049NAL0006488995001
REGION II COMMISSION ON SERVIC
Form 5500-SF
FILING_RECEIVED
403(B) THRIFT PLAN FOR EMPLOYEES OF REGION II COMMISSION ON SERVICES TO THE AGING
401(k) retirement plan
Active participants
75
Accounts w/ balance
37
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
Plan health score (directional)
84
/ 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
100
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
REGION II COMMISSION ON SERVIC
.
Find decision makers
Plan sponsor
Name
REGION II COMMISSION ON SERVIC
EIN
38-2056030
Address
107 CHICAGO ST. · P.O. BOX 189 · BROOKLYN, MI · 492308979
Phone
(517) 592-1974
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-06-02
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Only 49% as many balances as active participants — suggests many active employees aren't deferring.
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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