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BLUE WATER COMMUNITY ACTION — COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251013083002NAL0000402803003
BLUE WATER COMMUNITY ACTION
Form 5500-SF
FILING_RECEIVED
COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN
403(b) retirement plan
Active participants
24
Accounts w/ balance
69
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BLUE WATER COMMUNITY ACTION
.
Find decision makers
Plan sponsor
Name
BLUE WATER COMMUNITY ACTION
EIN
38-2284121
Address
3403 LAPEER ROAD · PORT HURON, MI · 48060
Phone
(810) 982-8541
Industry
Health Care & Social Assistance
see all
Plan administrator
Name
BLUE WATER COMMUNITY ACTION
EIN
38-2284121
City
PORT HURON, MI
Phone
(810) 982-8541
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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COLUMBIA LIGHTHOUSE FOR THE BLIND
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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.
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