Plan Snapshot
- Plan Sponsor: Kalamazoo College
- Sponsor EIN: 381358014
- Sponsor Address: 1200 ACADEMY STREET, KALAMAZOO, MI, 49006
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 0 | $0 | $0 | $0 |
| 2024 | 371 | $132.6M | $1.9M | $1.9M |
| 2023 | 370 | $125.8M | $2.0M | $1.9M |
| 2022 | 364 | $114.5M | $1.5M | $1.8M |
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 CREF | Recordkeeper | $62,716 | — | $62,716 |
| ONE DIGITAL INVESTMENT ADVISORS | Investment Advisor | $45,810 | — | $45,810 |
| PLANTE & MORAN, LLC | Other Service Provider | $25,850 | — | $25,850 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA CREF — Recordkeeper
- ONE DIGITAL INVESTMENT ADVISORS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $134,376
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 | $6,166,313 | $37,080 | $45,344 | $13,507 | — |
| 2024 | $226,440 | $45,810 | $62,716 | $25,850 | — |
| 2023 | $78,067 | $36,000 | $42,067 | — | — |
| 2022 | $71,758 | $36,000 | $35,758 | — | — |