Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
KALAMAZOO COMMUNITY FOUNDATION
EIN 38-3333202philanthropyLatest filing 2025
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
66
402 EAST MICHIGAN AVENUE - KALAMAZOO, MI 49007269-381-4416kalfound.orgLinkedIn11-50 employeesphilanthropy
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.7M assets / 66 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
KALAMAZOO COMMUNITY FOUNDATION 401(K) PLAN
401k
Assets$4.7M
Participants65
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
KALAMAZOO COMMUNITY FOUNDATION TAX SHELTERED ANNUITY PLAN
403b
Assets$2K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KALAMAZOO COMMUNITY FOUNDATION 401(K) PLAN | 401k | $4.7M | 65 | 2025 | |
| 001 | KALAMAZOO COMMUNITY FOUNDATION TAX SHELTERED ANNUITY PLAN | 403b | $2K | 1 | 2025 |
Retirement plans