# The Heritage Community Of Kalamazoo DC Plan
Source: https://planprovider.pro/companies/the-heritage-community-of-kalamazoo-382758582-001

> The Heritage Community Of Kalamazoo's DC plan: 240 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Heritage Community Of Kalamazoo

- **Sponsor EIN:** 382758582

- **Sponsor Address:** 2400 PORTAGE STREET, KALAMAZOO, MI, 49001

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 240

- **Total Assets:** $241,810

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|240|$241,810|$0|$0|

| 2023|254|$309,123|$0|$0|

| 2022|322|$333,374|$0|$0|

## 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|

| SEBER TANS|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|

| 2024|$1,669|$1,304|—|—|—|

| 2023|$1,964|$1,609|—|—|—|

| 2022|$3,071|—|$3,071|—|—|

## Similar Plans

- [Optalis Professional Services, LLC](https://planprovider.pro/companies/optalis-professional-services-llc-842318500-501) — 3,316 participants

- [Beacon Specialized Living Services, INC.](https://planprovider.pro/companies/beacon-specialized-living-services-inc-plan-001) — 2,611 participants

- [Mission Point Management Services, LLC](https://planprovider.pro/companies/mission-point-management-services-llc-884077275-501) — 2,346 participants

- [Hospice Of Michigan](https://planprovider.pro/companies/hospice-of-michigan-382255529-502) — 607 participants

- [Baruch Sls INC](https://planprovider.pro/companies/baruch-sls-inc-383375365-505) — 600 participants

- [Baruch Sls INC](https://planprovider.pro/companies/baruch-sls-inc-383375365-504) — 478 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-heritage-community-of-kalamazoo-382758582-001)

© 2026 PlanProvider.Pro