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THE WILLIAM DAVIDSON INSTITUTE AT THE UNIVERSITY OF MICHIGAN — WILLIAM DAVIDSON INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251007112219NAL0011153394001
THE WILLIAM DAVIDSON INSTITUTE AT THE UNIVERSITY OF MICHIGAN
Form 5500-SF
FILING_RECEIVED
WILLIAM DAVIDSON INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
25
Accounts w/ balance
71
Plan assets (EOY)
$15.6M
Net assets (EOY)
$15.6M
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
THE WILLIAM DAVIDSON INSTITUTE AT THE UNIVERSITY OF MICHIGAN
.
Find decision makers
Plan sponsor
Name
THE WILLIAM DAVIDSON INSTITUTE AT THE UNIVERSITY OF MICHIGAN
EIN
38-3048086
Address
724 EAST UNIVERSITY AVENUE · WYLY HALL FL 1 · ANN ARBOR, MI · 481091219
Phone
(734) 615-9762
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
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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Helping the score
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