Original filing (PDF)20251007130028NAL0008187760001

CENTER FOR FAMILY HEALTH

Name: CENTER FOR FAMILY HEALTH — CENTER FOR FAMILY HEALTH 403(B) EMPLOYER RETIREMENT PLAN, Form 5500 (2024)
Creator: CENTER FOR FAMILY HEALTH

Form 5500

FILING_RECEIVED

CENTER FOR FAMILY HEALTH 403(B) EMPLOYER RETIREMENT PLAN

403(b) retirement plan

Active participants

261

Accounts w/ balance

205

Plan assets (EOY)

$14.0M

Net assets (EOY)

$14.0M

How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (12th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CENTER FOR FAMILY HEALTH.

Plan sponsor

Name

CENTER FOR FAMILY HEALTH

EIN

38-3251354

Address

505 N. JACKSON STREET · JACKSON, MI · 49201

Phone

(517) 748-5500

Industry

Health Care & Social Assistancesee 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

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

YEO & YEO

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$38K	—
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$31K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIFTH THIRD BANK

Investments

28 direct securities· $14.0M(100% of reported assets)

Other securities

$13.9M

26 holdings

Bonds / Notes

$133K

1 holding

Mutual Funds

$15K

1 holding

					% of plan
Vanguard 500 Index Fund - Admiral	Other securities	—	—	$3.0M	21.6%
American Funds American Funds Capital World Growth and Income R6	Other securities	—	—	$1.3M	8.9%
Vanguard Developed Markets Index Admiral	Other securities	—	—	$1.1M	7.6%
Harbor Capital Harbor Capital Appreciation Retirement	Other securities	—	—	$973K	6.9%
Dodge & Cox Dodge & Cox Income X	Other securities	—	—	$952K	6.8%
Vanguard Small Cap Index Fund - Admiral	Other securities	—	—	$801K	5.7%
T. Rowe Price T. Rowe Price Retirement Balanced Fund I 44 T. Rowe Price T. Rowe Price Mid Cap Growth Fund I	Other securities	—	—	$714K	5.1%
American Funds American Funds EuroPacific Growth R6	Other securities	—	—	$662K	4.7%
Vanguard Total Bond Market Index Admiral	Other securities	—	—	$649K	4.6%
Janus Funds Janus Henderson Balanced Fund N	Other securities	—	—	$648K	4.6%
Vanguard Mid Cap Index Adm	Other securities	—	—	$484K	3.5%
Allspring Global Investments Allspring Special Mid Cap Value R6	Other securities	—	—	$463K	3.3%
Federated Hermes Federated Hermes Govt Obligations Fd Prm	Other securities	—	—	$425K	3.0%
Vanguard Inflation-Protected Secs Adm	Other securities	—	—	$339K	2.4%
T. Rowe Price T. Rowe Price New Horizon I	Other securities	—	—	$295K	2.1%
Vanguard Real Estate Index Admiral	Other securities	—	—	$264K	1.9%
Invesco Developing Markets R6	Other securities	—	—	$257K	1.8%
Diamond Hill Capital Management Diamond Hill Large Cap I	Other securities	—	—	$167K	1.2%
Participant loans Interest rates range from 4.25% to 9.50% -0-	Bonds / Notes	—	—	$133K	0.9%
Hotchkis & Wiley Hotchkis and Wiley High Yield I	Other securities	—	—	$114K	0.8%
Principal Short-Term Income Inst	Other securities	—	—	$98K	0.7%
T. Rowe Price T. Rowe Price Retirement 2045 Fund I	Other securities	—	—	$58K	0.4%
American Beacon American Beacon Small Cap Value R6	Other securities	—	—	$45K	0.3%
T. Rowe Price T. Rowe Price Retirement 2030 Fund I	Other securities	—	—	$43K	0.3%
T. Rowe Price T. Rowe Price Retirement 2060 Fund I	Other securities	—	—	$35K	0.3%
T. Rowe Price T. Rowe Price Retirement 2065 Fund I	Other securities	—	—	$33K	0.2%
AllianceBernstein AB Small Cap Growth Z	Mutual Funds	—	—	$15K	0.1%
T. Rowe Price T. Rowe Price Retirement 2055 Fund I	Other securities	—	—	$12K	<0.1%