· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SOCIETY FOR COLLEGE AND UNIVERSITY PLANNING — SOCIETY FOR COLLEGE & UNIVERSITY 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250724095342NAL0004464721001
SOCIETY FOR COLLEGE AND UNIVERSITY PLANNING
Form 5500-SF
FILING_RECEIVED
SOCIETY FOR COLLEGE & UNIVERSITY 401K PLAN
401(k) retirement plan
Active participants
18
Accounts w/ balance
22
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SOCIETY FOR COLLEGE AND UNIVERSITY PLANNING
.
Find decision makers
Plan sponsor
Name
SOCIETY FOR COLLEGE AND UNIVERSITY PLANNING
EIN
38-6147432
Address
1330 EISENHOWER PLACE · ANN ARBOR, MI · 48108
Phone
(734) 669-3285
Industry
Admin Support & Waste Mgmt
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
2025-07-24
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Admin Support & Waste Mgmt plans
ACCESS HEALTH SERVICES, LLC
ACCESS HEALTH SERVICES, LLC 401(K) PROFIT SHARING PLAN AND TRUST
$3.0M · 194 participants
PLH GLOBAL INC
PLH GLOBAL INC 401K PLAN
$3.0M · 9 participants
SANOMA MANAGEMENT COMPANY
SANOMA MANAGEMENT COMPANY 401(K) PLAN
$3.0M · 18 participants
DELTA MANAGED SOLUTIONS, INC.
DELTA MANAGED SOLUTIONS, INC. 401(K) PS PLAN
$3.0M · 48 participants
SKILLS FOR CHICAGOLANDS
SKILLS FOR CHICAGOLANDS'S FUTURE 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.0M · 48 participants
PROWASTEUSA, LLC
PROWASTEUSA CASH BALANCE PLAN
$3.0M · 13 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants
