Search public Form 5500 filings

Plans

• planPartner Solutions Multiple Employer PlanFinancial statementProvider compensation2023 filing
  $52.2Mreported assets (EOY)
  Sponsor: Csp Management, Inc. Dba Partner Solutions For SchoolsEIN: 20-1257602Plan: 001Participants: 2,315Assets: $52,198,822Net assets: $52.2MAssets / participant: $22.5KLocation: Brighton, MILatest: 2023
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• planLake Trust Credit Union 401(K) PlanFinancial statementProvider compensation2023 filing
  $47.6Mreported assets (EOY)
  Sponsor: Lake Trust Credit UnionEIN: 38-1250516Plan: 002Participants: 714Assets: $47,585,402Net assets: $47.6MAssets / participant: $66.6KLocation: Brighton, MILatest: 2023
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• planDakkota Integrated Systems 401(K) PlanFinancial statementProvider compensation2023 filing
  $45Mreported assets (EOY)
  Sponsor: Dakkota Integrated Systems, LLCEIN: 38-3609324Plan: 001Participants: 2,037Assets: $45,013,446Net assets: $45MAssets / participant: $22.1KLocation: Brighton, MILatest: 2023
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• planNikon Metrology, Inc. Savings And Investment PlanFinancial statementProvider compensation2023 filing
  $33Mreported assets (EOY)
  Sponsor: Nikon Metrology, Inc.EIN: 38-3436164Plan: 001Participants: 193Assets: $32,958,947Net assets: $33MAssets / participant: $170.8KLocation: Brighton, MILatest: 2023
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• planH. H. Barnum Company 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $31.2Mreported assets (EOY)
  Sponsor: H. H. Barnum CompanyEIN: 38-1753585Plan: 002Participants: 277Assets: $31,170,749Net assets: $31.2MAssets / participant: $112.5KLocation: Brighton, MILatest: 2023
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• planBrighton Employment, Inc. Profit Sharing Plan & TrustFinancial statementProvider compensation2023 filing
  $26.7Mreported assets (EOY)
  Sponsor: Brighton Employment, Inc.EIN: 47-1813714Plan: 001Participants: 811Assets: $26,667,062Net assets: $26.7MAssets / participant: $32.9KLocation: Brighton, MILatest: 2023
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• planNexcare Health Systems, LLC Retirement Savings PlanFinancial statementProvider compensation2023 filing
  $21.3Mreported assets (EOY)
  Sponsor: Nexcare Health Systems, LLCEIN: 38-3378353Plan: 001Participants: 1,979Assets: $21,339,019Net assets: $21.3MAssets / participant: $10.8KLocation: Brighton, MILatest: 2023
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• planLowry Solutions, Inc. 401(K) PspFinancial statementProvider compensation2023 filing
  $11.9Mreported assets (EOY)
  Sponsor: Lowry Solutions, Inc.EIN: 38-3179137Plan: 002Participants: 113Assets: $11,919,439Net assets: $11.9MAssets / participant: $105.5KLocation: Brighton, MILatest: 2023
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