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Original filing (PDF)20250909083251NAL0033785120001
FRAUNHOFER USA
Form 5500
FILING_RECEIVED
FRAUNHOFER USA 403(B) PLAN
403(b) retirement plan
Active participants
67
Accounts w/ balance
176
Plan assets (EOY)
$18.4M
Net assets (EOY)
$18.4M
How this plan invests
This plan
1 pooled trust
Schedule D
60 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FRAUNHOFER USA.
Plan sponsor
Name
FRAUNHOFER USA
EIN
38-3203030
Address
44792 HELM STREET · PLYMOUTH, MI · 481706080
Phone
(734) 354-4332
Industry
Other Services (ex. Public Admin)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
2025-09-09
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
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 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN, PLLC | 33-1498605 | — | NONE KNOWN | $10K | — |
| TIAA-CREF | 13-1624203 | — | NONE KNOWN | $6K | — |
Investments
59 direct securities · 1 pooled fund· $18.4M(100% 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.
Uncategorized
$18.2M
59 holdings
Pooled Separate Account
$224K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF Group annuity contract - TIAA Traditional Benefit Responsive | — | — | — | $3.7M | 20.1% | |
| CREF Stock R2 | — | — | — | $1.4M | 7.5% | |
| Vanguard 500 Idx Adm | — | — | — | $1.2M | 6.6% | |
| CREF Growth R2 | — | — | — | $1.2M | 6.3% | |
| CREF Global Equities R2 | — | — | — | $1.1M | 6.1% | |
| CREF Equity Index R2 | — | — | — | $865K | 4.7% | |
| CREF Money Market R2 | — | — | — | $709K | 3.9% | |
| TIAA-CREF Lifecycle 2030-Inst | — | — | — | $517K | 2.8% | |
| TIAA Access Lifecycle 2040 T4 | — | — | — | $434K | 2.4% | |
| Vanguard Ttl Intl Stk Idx Adm | — | — | — | $396K | 2.2% | |
| Vanguard Extended Mkt Idx Adm | — | — | — | $371K | 2.0% | |
| TIAA Access Lifecycle 2030 T4 | — | — | — | $365K | 2.0% | |
| CREF Core Bond R2 | — | — | — | $353K | 1.9% | |
| TIAA-CREF Lifecycle 2045-Inst | — | — | — | $336K | 1.8% | |
| TIAA-CREF Lifecycle 2050-Inst | — | — | — | $323K | 1.8% | |
| American EuroPac Growth R6 | — | — | — | $288K | 1.6% | |
| TIAA Access Lifecycle 2045 T4 | — | — | — | $278K | 1.5% | |
| Dodge & Cox Dodge & Cox Income Fund - Cl X | — | — | — | $234K | 1.3% | |
| American Cent MdCpVa Fd Cla R6 | — | — | — | $231K | 1.3% | |
| TIAA-CREF Lifecycle 2040-Inst | — | — | — | $227K | 1.2% | |
| TIAA REAL ESTATE ACCOUNT TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $224K | 1.2% | |
| TIAA-CREF Lifecycle 2035-Inst | — | — | — | $217K | 1.2% | |
| TIAA Access Lg-Cap Gr T4 | — | — | — | $202K | 1.1% | |
| TIAA Access Lifecycle 2055 T4 | — | — | — | $201K | 1.1% | |
| John Hancock John Hancock Disciplnd Val R6 | — | — | — | $179K | 1.0% | |
| Cohen & Steers Cohen & Steers Real Est Sec Z | — | — | — | $171K | 0.9% | |
| TIAA Access Intl Equity T4 | — | — | — | $161K | 0.9% | |
| CREF Social Choice R2 | — | — | — | $153K | 0.8% | |
| TIAA Access Real Est Secs T4 | — | — | — | $150K | 0.8% | |
| TIAA-CREF Lifecycle 2055-Inst | — | — | — | $142K | 0.8% | |
| TIAA Access Quant Sml Cp Eq T4 | — | — | — | $134K | 0.7% | |
| CREF Inflation-Linked Bond R2 | — | — | — | $134K | 0.7% | |
| PIMCO Income Fd Institutional | — | — | — | $124K | 0.7% | |
| Vanguard Federal Money Mkt Inv | — | — | — | $120K | 0.7% | |
| Parnassus Core Equity Inst | — | — | — | $118K | 0.6% | |
| Vanguard Infl Protect Sec Adm | — | — | — | $113K | 0.6% | |
| TIAA-CREF Lifecycle 2025-Inst | — | — | — | $105K | 0.6% | |
| TIAA Access Mid-Cap Gr T4 | — | — | — | $102K | 0.6% | |
| TIAA Access Lg-Cap Val T4 | — | — | — | $97K | 0.5% | |
| T. Rowe Price T. Rowe Price Inst M-C Eq Grw | — | — | — | $95K | 0.5% | |
| Vanguard Ttl Bd Mkt Idx Adm | — | — | — | $93K | 0.5% | |
| TIAA Access Sm-Cap Bl Idx T4 | — | — | — | $90K | 0.5% | |
| Vanguard Intl Growth Adm | — | — | — | $87K | 0.5% | |
| TIAA Access Mid-Cap Val T4 | — | — | — | $76K | 0.4% | |
| TIAA-CREF Lifecycle 2020-Inst | — | — | — | $75K | 0.4% | |
| TIAA Access Lifecycle 2050 T4 | — | — | — | $66K | 0.4% | |
| TIAA Access Growth & Income T4 | — | — | — | $63K | 0.3% | |
| T. Rowe Price QM US Sm CpGrwEqI | — | — | — | $59K | 0.3% | |
| Hermes FedHermes Shrt-Term Inc Svc | — | — | — | $55K | 0.3% | |
| TIAA Access Lifecycle 2025 T4 | — | — | — | $51K | 0.3% | |
| TIAA-CREF Lifecycle 2060-Inst | — | — | — | $50K | 0.3% | |
| American Beacon Sm Cap Value A | — | — | — | $50K | 0.3% | |
| TIAA-CREF Lifecycle 2065-Inst | — | — | — | $48K | 0.3% | |
| Main Stay MainStay Large Cap Growth I | — | — | — | $41K | 0.2% | |
| TIAA Access Equity Index T4 | — | — | — | $17K | <0.1% | |
| TIAA-CREF TIAA Access Core Bond Plus T4 | — | — | — | $13K | <0.1% | |
| TIAA Access Lifecycle 2060 T4 | — | — | — | $11K | <0.1% | |
| TIAA-CREF Lifecycle 2015-Inst | — | — | — | $8K | <0.1% | |
| TIAA Access Social Ch Eq T4 | — | — | — | $3K | <0.1% | |
| TIAA Access Lifecycle 2035 T4 | — | — | — | $3K | <0.1% |