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COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN — COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251014150925NAL0006577090001
COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN
Form 5500-SF
FILING_RECEIVED
COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN 403(B) PLAN
403(b) retirement plan
Active participants
70
Accounts w/ balance
48
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
Plan health score (directional)
86
/ 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
COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN
.
Find decision makers
Plan sponsor
Name
COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN
EIN
38-2530980
Address
333 WEST FORT STREET · SUITE 2010 · DETROIT, MI · 48226
Phone
(313) 961-6675
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
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
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
69% balance-to-active ratio — below typical for a healthy 401(k).
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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