Plan Snapshot
- Plan Sponsor: Ewing Marion Kauffman Foundation
- Sponsor EIN: 436064859
- Sponsor Address: 4801 ROCKHILL ROAD, KANSAS CITY, MO, 64110
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 201
- Total Assets: $50.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 201 | $50.3M | $0 | $0 |
| 2024 | 95 | $46.0M | $1.8M | $994,791 |
| 2023 | 81 | $41.7M | $1.7M | $1.0M |
| 2022 | 101 | $36.0M | $2.1M | $1.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $6,099,462 | — | — | — | — |
| 2024 | -$18,432 | — | — | — | — |
| 2023 | -$15,748 | — | — | — | — |
| 2022 | — | — | — | — | — |