Back to filter
Original filing (PDF)20260105091815NAL0005241537001
KUTZTOWN UNIVERSITY STUDENT SERVICES, INC. RETIREMENT PLAN
Form 5500-SF
FILING_RECEIVED
KUTZTOWN UNIVERSITY STUDENT SERVICES, INC. RETIREMENT PLAN
403(b) retirement plan
Active participants
17
Accounts w/ balance
44
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KUTZTOWN UNIVERSITY STUDENT SERVICES, INC. RETIREMENT PLAN.
Plan sponsor
Name
KUTZTOWN UNIVERSITY STUDENT SERVICES, INC. RETIREMENT PLAN
EIN
23-2920993
Address
173 MCFARLAND STUDENT UNION · KUTZTOWN, PA · 19530
Phone
(484) 646-4173
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-05
Pension benefit codes
2L · 403(b)(1) annuity
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 providersRelated plans
Similar-size Educational Services plans
BES, INC.
BES, INC 401(K) PLAN
$2.7M · 28 participants
WILLIAM ALANSON WHITE INSTITUTE
WILLIAM ALANSON WHITE INSTITUTE 403 (B)
$2.7M · 9 participants
AMERICAN CAMPING ASSOCIATION INC.
AMERICAN CAMPING ASSOCIATION INC. EMPLOYEES PENSION PLAN
$2.7M · 58 participants
FISHER ISLAND DAY SCHOOL
FISHER ISLAND DAY SCHOOL 403(B) DC PLAN
$2.7M · 39 participants
LYNDI LIMITED
LA' JAMES AND AFFILIATED COMPANIES 401(K) PLAN
$2.7M · 36 participants
SHELTON SERVICES, INC.
SHELTON SERVICES 401(K) PLAN
$2.7M · 58 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B