How big is Kalamazoo Promise's plan?

Kalamazoo Promise's plan reported $885K in assets and 14 participants for 2024.

Original filing (PDF)20250714081411NAL0002164114001

Kalamazoo Promise

Name: Kalamazoo Promise — Form 5500 (2024)
Creator: Kalamazoo Promise
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kalamazoo Promise

403(b) retirement plan · Kalamazoo Promise held $885K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$885K

Net assets (EOY)

$885K

People on this filing

Barbara L. James signed Kalamazoo Promise's 2024 Form 5500 as plan administrator.

Barbara L. James — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kalamazoo Promise's EIN is 20-4604504.

EIN 20-4604504

Plan number 001

Plan year 2024

ACK ID 20250714081411NAL0002164114001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kalamazoo Promise from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kalamazoo Promise's plan includes 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KALAMAZOO PROMISE.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

KALAMAZOO PROMISE

EIN

all filings

Address

490 WEST SOUTH ST. · KALAMAZOO, MI · 49007

Phone

(269) 384-0219

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-14

Pension benefit codes

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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