Retirement plan

EISENHOWER CENTER 401(K) PLAN & TRUST

Name: MORIAH INCORPORATED DBA EISENHOWER CENTER - EISENHOWER CENTER 401(K) PLAN & TRUST (2025) Form 5500
Creator: MORIAH INCORPORATED DBA EISENHOWER CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EISENHOWER CENTER 401(K) PLAN & TRUST, MORIAH INCORPORATED DBA EISENHOWER CENTER

MORIAH INCORPORATED DBA EISENHOWER CENTEREIN 38-3118088Plan #001PY 2025

3200 E. EISENHOWER PARKWAY - ANN ARBOR, MI 48108734-677-0070

Other plans on this EIN

1 filing

#002Retirement-$22.8M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$5.1M

-4.7% from 2024

Total participants

206

-0.5% from 2024

Average account balance

$27,930

+0.0% from 2024

Annual return

9.09%

-13.09 pp from 2024

Benchmarks

See 2,242 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort2,242 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$5.11M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$28K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

183

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

82.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$368K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.09%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$182

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348	Advisory (Participants)	$26,107
MILLIMAN, INC.4 years Service code 15 · EIN 91-0675641	Recordkeeping	$6,811
CHARLES SCHWAB & CO., INC.6 years Service code 19 · EIN 94-1737782	Securities Custodian	$0

Plan features & details

Pension benefit codes2E2F2G2J2S2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$33K

$249 / participant

Recordkeeping$7K20.4%
Investment mgmt$26K78.4%
Salaries / allowances$3961.2%

% of EOY assets

0.652%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: PLANTE & MORAN PLLC
Auditor EIN: 331498605
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$27,930

$41,016-31.9%

$152,093-81.6%

$64,097-56.4%

Participation rate

82.8%

51.3%+31.5pp

77.8%+5.1pp

55.2%+27.6pp

Annual return

9.09%

39.60%-30.5pp

66.36%-57.3pp

34.64%-25.6pp

Employer contribution / active EE

$1,342-100.0%

$4,175-100.0%

$1,891-100.0%

Participant deferral / active EE

$2,743

$1,927+42.3%

$5,451-49.7%

$3,080-10.9%

Admin fee / account holder

$182

$2,305-92.1%

$14,497-98.7%

$3,454-94.7%

Provider

Service type

Compensation

CAPFINANCIAL PARTNERS LLC10+ years

Filed as: CAPTRUST INVESTMENT ADVISORS

Service code 26

8031 M-15 · CLARKSTON, MI 48348

Advisory (Participants)

$26,107

MILLIMAN, INC.4 years

Service code 15 · EIN 91-0675641

Recordkeeping

$6,811

CHARLES SCHWAB & CO., INC.6 years

Service code 19 · EIN 94-1737782

Securities Custodian

EISENHOWER CENTER 401(K) PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EISENHOWER CENTER 401(K) PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion