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Original filing (PDF)20250814095356NAL0005343123001
MORIAH INCORPORATED DBA EISENHOWER CENTER
Form 5500
FILING_RECEIVED
EISENHOWER CENTER 401(K) PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
131
Accounts w/ balance
192
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
How this plan invests
This plan
13 collective trusts
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 (directional)
93
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORIAH INCORPORATED DBA EISENHOWER CENTER.
Plan sponsor
Name
MORIAH INCORPORATED DBA EISENHOWER CENTER
EIN
38-3118088
Address
3200 E. EISENHOWER PARKWAY · ANN ARBOR, MI · 48108
Phone
(734) 677-0070
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-08-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST INVESTMENT ADVISORS | — | CLARKSTON, MI | INVESTMENT ADVISOR | $26K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
13 pooled funds· $5.1M(94% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MODERATE MANAGED ACCT PORT MAP GREAT GRAY TRUST · EIN 46-3768480 / PN 182 | Common Collective Trust | $1.2M | 23.0% |
| AGGRESSIVE MANAGED ACCT PORT MAP GREAT GRAY TRUST · EIN 46-3787800 / PN 184 | Common Collective Trust | $1.2M | 21.6% |
| GROWTH MANAGED ACCT PORT MAP GREAT GRAY TRUST · EIN 46-3773972 / PN 183 | Common Collective Trust | $1.1M | 21.1% |
| CONSERVATIVE MANAGED ACCT PORT MAP GREAT GRAY TRUST · EIN 46-3750663 / PN 181 | Common Collective Trust | $1.0M | 19.6% |
| T. ROWE PRICE BLUE CHIP GROWTH TR-T T. ROWE PRICE · EIN 80-0470272 / PN 004 | Common Collective Trust | $142K | 2.7% |
| NT CIT S&P 500 INDEX DC NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 247 | Common Collective Trust | $96K | 1.8% |
| RT NY LIFE ANCHOR ACCT SER I CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | $51K | 1.0% |
| MFS MID CAP VALUE FUND CT GREAT GRAY TRUST · EIN 38-4139822 / PN 616 | Common Collective Trust | $46K | 0.9% |
| MFS MID CAP GROWTH FUND CT GREAT GRAY TRUST · EIN 38-4126294 / PN 597 | Common Collective Trust | $45K | 0.8% |
| GR GRAY EUROPACIFIC GWTH CT GREAT GRAY TRUST · EIN 38-7289843 / PN 001 | Common Collective Trust | $39K | 0.7% |
| MFS LARGE CAP VALUE CIT CLASS CT GREAT GRAY TRUST · EIN 38-7275332 / PN 781 | Common Collective Trust | $37K | 0.7% |
| NT CIT AGGREGATE BOND INDEX NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 151 | Common Collective Trust | $12K | 0.2% |
| NT CIT EXTND MKT INDEX DC NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 149 | Common Collective Trust | $10K | 0.2% |
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