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Original filing (PDF)20251015143138NAL0002456915001
CARAVAN FACILITIES MANAGEMENT L.L.C
Form 5500
FILING_RECEIVED
CARAVAN FACILITIES MANAGEMENT NON UNION 401(K) PLAN
401(k) retirement plan
Signals · 2
27% in single holding~92 bps in Sched C fees
Active participants
529
Accounts w/ balance
562
Plan assets (EOY)
$5.0M
Net assets (EOY)
$5.0M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
87
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "s * American Funds Target Date 2035 R5E" is 27% of plan.
- 92 bps in Schedule C fees — 78% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARAVAN FACILITIES MANAGEMENT L.L.C.
Plan sponsor
Name
CARAVAN FACILITIES MANAGEMENT L.L.C
EIN
38-3376680
Address
1400 WEISS STREET · SAGINAW, MI · 48602
Phone
(989) 399-0000
Industry
Admin Support & Waste Mgmtsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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
REHMANN ROBSON, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTIAL GROUP RETIREMENT PLAN SERVI | — | INDIANAPOLIS, IN | RECORDKEEPER | $19K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTIAL BANK AND TRUST COMPANY | — | IRVINE, CA | TRUSTEE/CUSTO DIAN | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT LAKES PENSION ASSOCIATES | 38-2438760 | FARMINGTON HILLS, MI | THIRD PARTY ADMINISTRATOR | $27K | — |
Investments
30 direct securities· $5.1M(100% of reported assets)
Uncategorized
$3.7M
29 holdings
Mutual Funds
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * American Funds Target Date 2035 R5E | Mutual Funds | — | — | $1.4M | 27.8% | |
| American Funds Target Date 2040 R5E | — | — | — | $735K | 14.8% | |
| American Funds Target Date 2050 R5E | — | — | — | $629K | 12.7% | |
| American Funds Target Date 2045 R5E | — | — | — | $460K | 9.3% | |
| American Funds Target Date 2025 R5E | — | — | — | $366K | 7.4% | |
| American Funds Target Date 2030 R5E | — | — | — | $258K | 5.2% | |
| American Funds Target Date 2055 R5E | — | — | — | $228K | 4.6% | |
| American Funds Target Date 2060 R5E | — | — | — | $217K | 4.4% | |
| American Funds Growth Fund of America R5E | — | — | — | $141K | 2.9% | |
| American Funds Target Date 2070 R5E 303 * American Funds Participant Loans | — | — | — | $136K | 2.7% | |
| participants participant account balances | — | — | — | $136K | 2.7% | |
| American Funds Target Date 2020 R5E | — | — | — | $89K | 1.8% | |
| American Funds Target Date 2065 R5E | — | — | — | $65K | 1.3% | |
| American Funds Washington Mutual Investors R5E | — | — | — | $38K | 0.8% | |
| American Funds Fundamental Investors R5E | — | — | — | $38K | 0.8% | |
| American Funds New Economy Fund R5E | — | — | — | $31K | 0.6% | |
| American Funds Small Cap World Fund R5E | — | — | — | $19K | 0.4% | |
| American Funds Capital World Growth & Income Builder R5E | — | — | — | $18K | 0.4% | |
| American Funds American Mutual Fund R5E | — | — | — | $18K | 0.4% | |
| American Funds Money Market Fund | — | — | — | $17K | 0.3% | |
| American Funds Capital Growth & Income R5E | — | — | — | $16K | 0.3% | |
| American Funds New Perspective R5E | — | — | — | $12K | 0.2% | |
| American Funds U.S. Govt. Securities R5E | — | — | — | $11K | 0.2% | |
| American Funds Income Fund of America R5E | — | — | — | $10K | 0.2% | |
| American Funds Target Date 2015 R5E | — | — | — | $9K | 0.2% | |
| American Funds Global Balance R5E | — | — | — | $9K | 0.2% | |
| American Funds Bond Fund of America R5E | — | — | — | $4K | <0.1% | |
| American Funds Euro pacific Growth R5E | — | — | — | $3K | <0.1% | |
| American Funds International Growth & Inc R5E | — | — | — | $1K | <0.1% | |
| American Funds Capital World Bond R5E | — | — | — | $1K | <0.1% |
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