Original filing (PDF)20250709132335NAL0003371331001

KUTZTOWN UNIVERSITY FOUNDATION, INC.

Name: KUTZTOWN UNIVERSITY FOUNDATION, INC. — KUTZTOWN UNIVERSITY FOUNDATION RETIREMENT PLAN, Form 5500 (2024)
Creator: KUTZTOWN UNIVERSITY FOUNDATION, INC.

Form 5500-SF

FILING_RECEIVED

KUTZTOWN UNIVERSITY FOUNDATION RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KUTZTOWN UNIVERSITY FOUNDATION, INC..

Plan sponsor

Name

KUTZTOWN UNIVERSITY FOUNDATION, INC.

EIN

23-2256893

Address

PO BOX 151 · KUTZTOWN, PA · 195300151

Phone

(610) 683-1513

Industry

Other Services (ex. Public Admin)see all

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

2025-07-09

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

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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DISABLED AMERICAN VETERANS

DISABLED AMERICAN VETERANS PAID TIME OFF & TRUST