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Original filing (PDF)20250820163115NAL0003493953001
ARBOR RESEARCH COLLABORATIVE FOR HEALTH
Form 5500
FILING_RECEIVED
ARBOR RESEARCH COLLABORATIVE FOR HEALTH 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
104
Accounts w/ balance
276
Plan assets (EOY)
$33.8M
Net assets (EOY)
$33.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
63 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARBOR RESEARCH COLLABORATIVE FOR HEALTH.
Plan sponsor
Name
ARBOR RESEARCH COLLABORATIVE FOR HEALTH
EIN
38-3289521
Address
3989 RESEARCH PARK DRIVE · ANN ARBOR, MI · 48108
Phone
(734) 665-4108
Industry
Professional & Technical Servicessee 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
2025-08-20
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
YEO & YEO, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP | 04-2530412 | — | THIRD PARTY ADMINISTRATO | $12K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $30K | — |
Investments
62 direct securities · 2 pooled funds· $59.5M(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
$30.8M
60 holdings
Pooled Separate Account
$26.0M
2 holdings
Registered Investment Companies
$1.6M
1 holding
Insurance Contracts
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $25.7M | 75.9% | |
| Voya Retirement Insurance and Annuity Company Vanguard 500 Idx Adm | — | — | — | $6.2M | 18.4% | |
| Voya Retirement Insurance and Annuity Company TRwPr Retirement 2045 Fund I | — | — | — | $2.4M | 7.2% | |
| TIAA-CREF CREF Growth R1 | — | — | — | $1.9M | 5.6% | |
| Voya Retirement Insurance and Annuity Company TRwPr Retirement 2050 Fund I | — | — | — | $1.9M | 5.5% | |
| Voya Retirement Insurance and Annuity Company TRwPr Retirement 2040 Fund I | — | — | — | $1.7M | 4.9% | |
| Voya Retirement Insurance and Annuity Company TRwPr Retirement 2035 Fund I | — | — | — | $1.7M | 4.9% | |
| * TIAA-CREF CREF Stock R1 | Registered Investment Companies | — | — | $1.6M | 4.7% | |
| Voya Retirement Insurance and Annuity Company TRwPr Retirement 2055 Fund I | — | — | — | $1.6M | 4.6% | |
| Voya Retirement Insurance and Annuity Company Vanguard Small-Cap Idx Adm | — | — | — | $1.2M | 3.5% | |
| * TIAA-CREF TIAA Traditional Non Benefit Responsive | Insurance Contracts | — | — | $1.1M | 3.4% | |
| TIAA-CREF CREF Equity Index R1 | — | — | — | $1.0M | 3.0% | |
| Voya Retirement Insurance and Annuity Company Vanguard Mid-Cap Index Fund Adm | — | — | — | $916K | 2.7% | |
| Voya Retirement Insurance and Annuity Company TRwPr Retirement 2025 Fund I | — | — | — | $827K | 2.4% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account | — | — | — | $699K | 2.1% | |
| Voya Retirement Insurance and Annuity Company Vanguard Intl Value Inv | — | — | — | $634K | 1.9% | |
| Voya Retirement Insurance and Annuity Company TRwPr Retirement 2020 Fund I | — | — | — | $620K | 1.8% | |
| Voya Retirement Insurance and Annuity Company Cohen&Steers Inst RI Shares | — | — | — | $556K | 1.6% | |
| Voya Retirement Insurance and Annuity Company Mass Investors Grw Stk Fnd R6 | — | — | — | $549K | 1.6% | |
| Voya Retirement Insurance and Annuity Company TRwPr Retirement 2030 Fund I | — | — | — | $542K | 1.6% | |
| Voya Retirement Insurance and Annuity Company Vanguard Dividend Growth Inv | — | — | — | $539K | 1.6% | |
| TIAA-CREF CREF Global Equities R1 | — | — | — | $465K | 1.4% | |
| Voya Retirement Insurance and Annuity Company Vanguard FTSE Social Ind Fd Adm | — | — | — | $386K | 1.1% | |
| Voya Retirement Insurance and Annuity Company Vanguard Mid-Cap Value Idx Adm | — | — | — | $375K | 1.1% | |
| TIAA REAL ESTATE ACCOUNT TEACHERS INSURANCE & ANNUITY ASSOCIATION · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $356K | 1.1% | |
| Voya Retirement Insurance and Annuity Company PIMCO Income Fund Ins | — | — | — | $338K | 1.0% | |
| Voya Retirement Insurance and Annuity Company Vanguard Equity Income Fund Adm | — | — | — | $317K | 0.9% | |
| Voya Retirement Insurance and Annuity Company Vanguard Wellesley Income Adm | — | — | — | $309K | 0.9% | |
| Voya Retirement Insurance and Annuity Company Vanguard Intl Growth Adm | — | — | — | $278K | 0.8% | |
| Voya Retirement Insurance and Annuity Company AmCen Small Cap Growth Fund R6 | — | — | — | $245K | 0.7% | |
| Voya Retirement Insurance and Annuity Company FdtdHrms Inst Hg Yld Bd Fnd R6 | — | — | — | $231K | 0.7% | |
| Voya Retirement Insurance and Annuity Company DFA Global Equity Port Ins | — | — | — | $223K | 0.7% | |
| Voya Retirement Insurance and Annuity Company FedHerms Total Rtn Bd Fnd R6 | — | — | — | $208K | 0.6% | |
| Voya Retirement Insurance and Annuity Company American Funds New World R6 | — | — | — | $186K | 0.6% | |
| Voya Retirement Insurance and Annuity Company Vanguard Tot Bd Mkt Ind Fd Adm | — | — | — | $168K | 0.5% | |
| TIAA-CREF CREF Money Market R1 | — | — | — | $164K | 0.5% | |
| TIAA-CREF CREF Core Bond R1 | — | — | — | $162K | 0.5% | |
| Voya Retirement Insurance and Annuity Company Janus Hndr Enterprise Fund N | — | — | — | $151K | 0.4% | |
| TIAA-CREF TIAA Access Lg-Cap Gr T4 | — | — | — | $127K | 0.4% | |
| TIAA-CREF CREF Inflation-Linked Bond R1 | — | — | — | $113K | 0.3% | |
| Voya Retirement Insurance and Annuity Company DFA US Targeted VI Port Ins | — | — | — | $106K | 0.3% | |
| Voya Retirement Insurance and Annuity Company TRwPr Retirement 2060 Fund I | — | — | — | $97K | 0.3% | |
| TIAA-CREF TIAA Access Lifecycle 2045 T4 | — | — | — | $95K | 0.3% | |
| Voya Retirement Insurance and Annuity Company American Funds Balanced Fd R6 | — | — | — | $72K | 0.2% | |
| Voya Retirement Insurance and Annuity Company Vanguard Tot Int Bnd In F Adm | — | — | — | $64K | 0.2% | |
| Voya Retirement Insurance and Annuity Company TRwPr Retirement 2065 Fund I | — | — | — | $61K | 0.2% | |
| Voya Retirement Insurance and Annuity Company Vanguard Tot Int Stk In F Adm | — | — | — | $60K | 0.2% | |
| TIAA-CREF CREF Social Choice R1 | — | — | — | $47K | 0.1% | |
| Participant loans Interest rates range from 3.25% to 8.5% -0- | — | — | — | $46K | 0.1% | |
| TIAA-CREF TIAA Access Lifecycle 2050 T4 | — | — | — | $45K | 0.1% | |
| TIAA-CREF TIAA Access Lifecycle 2040 T4 | — | — | — | $35K | 0.1% | |
| TIAA-CREF TIAA Access Real Est Secs T4 | — | — | — | $28K | <0.1% | |
| TIAA-CREF TIAA Access Lifecycle 2030 T4 | — | — | — | $21K | <0.1% | |
| TIAA-CREF TIAA Access Sm-Cap Bl Idx T4 | — | — | — | $21K | <0.1% | |
| TIAA-CREF TIAA Access Intl Equity T4 | — | — | — | $20K | <0.1% | |
| Voya Retirement Insurance and Annuity Company American Funds Income Fnd R6 | — | — | — | $19K | <0.1% | |
| TIAA-CREF TIAA Access Lg-Cap Val T4 | — | — | — | $18K | <0.1% | |
| TIAA-CREF TIAA Access Mid-Cap Gr T4 63 * TIAA-CREF TIAA Access Mid-Cap Val T4 | — | — | — | $11K | <0.1% | |
| TIAA-CREF TIAA Access Lifecycle 2025 T4 | — | — | — | $10K | <0.1% | |
| TIAA-CREF TIAA Access Qt Sm Cp Eq T4 | — | — | — | $9K | <0.1% | |
| TIAA-CREF TIAA Access Core Equity T4 | — | — | — | $8K | <0.1% | |
| TIAA-CREF TIAA Access Lifecycle 2035 T4 | — | — | — | $6K | <0.1% | |
| TIAA-CREF TIAA Access Equity Index T4 | — | — | — | $5K | <0.1% | |
| TIAA-CREF TIAA Access Core Bond Plus T4 | — | — | — | $3K | <0.1% |