# The Heritage Community Of Kalamazoo 403(b) Plan
Source: https://planprovider.pro/companies/the-heritage-community-of-kalamazoo-382758582-002

> The Heritage Community Of Kalamazoo's 403(b) 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:** 403(b)

- **Plan Number:** 002

- **Total Participants:** 240

- **Total Assets:** $6.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **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.|

| 2024|240|$6.4M|$55,828|$301,541|

| 2023|254|$5.8M|$59,797|$276,413|

| 2022|322|$6.0M|$65,773|$320,921|

## 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|

| GREENLEAF TRUST|Custodian / Trustee|$38,493|—|$38,493|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $38,493

- **Estimated Expense Ratio:** 0.602% 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|$38,493|$30,074|—|—|—|

| 2023|$39,752|$32,566|—|—|—|

| 2022|$36,470|—|$36,470|—|—|

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