Plan Snapshot
- Plan Sponsor: Kalamazoo College
- Sponsor EIN: 381358014
- Sponsor Address: 1200 ACADEMY STREET, KALAMAZOO, MI, 49006
- Plan Type: Health & Welfare
- Plan Number: 509
- Total Participants: 305
- Total Assets: $4.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 305 | $4.1M | $606,104 | $71,417 |
| 2023 | 305 | $3.7M | $686,264 | $60,906 |
| 2022 | 294 | $3.2M | $657,662 | $66,730 |
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 |
|---|---|---|---|---|
| TIAA | Recordkeeper | $25,794 | — | $25,794 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,794
- Estimated Expense Ratio: 0.635% of plan assets
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 |
|---|---|---|---|---|---|
| 2024 | $25,937 | — | $25,794 | — | — |
| 2023 | $26,854 | — | $26,854 | — | — |
| 2022 | $26,484 | — | $26,484 | — | — |