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Original filing (PDF)20250916080946NAL0001062947001
MICHIGAN PIZZA HUT, INC.
Form 5500
FILING_RECEIVED
MICHIGAN PIZZA HUT, INC. 401(K) PLAN
401(k) retirement plan
Active participants
370
Accounts w/ balance
174
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
How this plan invests
This plan
37 pooled trusts
Schedule D
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
100
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- Only 47% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MICHIGAN PIZZA HUT, INC..
Plan sponsor
Name
MICHIGAN PIZZA HUT, INC.
EIN
74-1708144
Address
2053 NILES ROAD · SAINT JOSEPH, MI · 49085
Phone
(269) 983-3888
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-16
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DIGITAL INVESTMENT ADVISORS | 43-1451524 | OVERLAND, KS | ADVISOR | $0 | — |
Investments
6 direct securities · 37 pooled funds· $3.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$3.5M
37 holdings
Uncategorized
$248K
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN CENTURY 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $566K | 16.0% | |
| AMERICAN CENTURY IN RETIREMENT JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $480K | 13.6% | |
| AMERICAN CENTURY 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $335K | 9.5% | |
| AMERICAN CENTURY 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $329K | 9.3% | |
| AMERICAN CENTURY 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $310K | 8.8% | |
| AMERICAN CENTURY 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $273K | 7.7% | |
| AMERICAN CENTURY 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $255K | 7.2% | |
| AMERICAN CENTURY 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $225K | 6.4% | |
| Participants Participant notes receivable with interest rates ranging from 4.25 percent to 9.50 percent - | — | — | — | $100K | 2.8% | |
| AMERICAN CENTURY 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $85K | 2.4% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $79K | 2.2% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $79K | 2.2% | |
| John Hancock Multi-Index LS Growth | — | — | — | $65K | 1.8% | |
| JH LIFESTYLE BLEND GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $65K | 1.8% | |
| AMERICAN CENTURY 2065 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $61K | 1.7% | |
| JH LIFESTYLE BLEND MODERATE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $49K | 1.4% | |
| John Hancock Multi-Index LS Moderate | — | — | — | $49K | 1.4% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $47K | 1.3% | |
| CAPITAL WORLD GROWTH & INCOME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $42K | 1.2% | |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $42K | 1.2% | |
| AF THE GROWTH FUND OF AMERICA JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $32K | 0.9% | |
| John Hancock Multi-Index LS Balanced | — | — | — | $22K | 0.6% | |
| JH LIFESTYLE BLEND BALANCED JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $22K | 0.6% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $22K | 0.6% | |
| BLUE CHIP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $19K | 0.5% | |
| SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $18K | 0.5% | |
| FUNDAMENTAL LARGE CAP VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $18K | 0.5% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $14K | 0.4% | |
| DFA INFLATION-PROTECTED SEC JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $14K | 0.4% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $12K | 0.3% | |
| John Hancock Multi-Index LS Conservative | — | — | — | $10K | 0.3% | |
| JH LIFESTYLE BLN CONSERVATIVE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $10K | 0.3% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $9K | 0.2% | |
| REAL EST. SECURITIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | 0.2% | |
| FEDERATED HIGH YIELD BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| John Hancock Bond Fund * 95 John Hancock Mid Cap Growth Fund * 81 John Hancock Multi-Index LS Aggressive | — | — | — | $2K | <0.1% | |
| JH LIFESTYLE BLEND AGGRESSIVE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| FIDELITY ADV DIVERSIFIED STOCK JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $241 | <0.1% | |
| VANGUARD ENERGY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $106 | <0.1% | |
| JOHN HANCOCK BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $95 | <0.1% | |
| JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $81 | <0.1% | |
| TEMPLETON GLOBAL BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |