Kovler Family Foundation Retirement Plan DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Kovler Family Foundation Retirement Plan
  • Sponsor EIN: 815091029
  • Sponsor Address: 875 N MICHIGAN AVE - 3400, CHICAGO, IL, 606111958
  • Plan Type: DC
  • Total Participants: 7
  • Total Assets: $5.3M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20247$5.3M$68,724$0
20237$4.5M$69,677$0
20227$4.3M$68,696$0

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