How big is UMKC Foundation's plan?

UMKC Foundation's plan reported $1.5M in assets and 27 participants for 2025.

Original filing (PDF)20260504084552NAL0006215922001

UMKC Foundation

Name: UMKC Foundation — UMKC Foundation 403(b) Plan, Form 5500 (2025)
Creator: UMKC Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

UMKC Foundation 403(b) Plan

401(k) retirement plan · UMKC Foundation's UMKC Foundation 403(b) Plan held $1.5M in plan assets for 27 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Charles a Floyd signed UMKC Foundation's 2025 Form 5500 as plan administrator.

Charles a Floyd — 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

UMKC Foundation's EIN is 26-0840496.

EIN 26-0840496

Plan number 001

Plan year 2025

ACK ID 20260504084552NAL0006215922001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for UMKC Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

UMKC Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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