Original filing (PDF)20250416092431NAL0002149779001

UMKC FOUNDATION

Name: UMKC FOUNDATION — UMKC FOUNDATION 403(B) PLAN, Form 5500 (2024)
Creator: UMKC FOUNDATION

Form 5500-SF

FILING_RECEIVED

UMKC FOUNDATION 403(B) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$994K

Net assets (EOY)

$994K

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 UMKC FOUNDATION.

Plan sponsor

Name

UMKC FOUNDATION

EIN

26-0840496

Address

202 ADMINISTRATIVE CENTER · 5100 ROCKHILL ROAD · KANSAS CITY, MO · 64110

Phone

(816) 235-2757

Industry

Educational Servicessee 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

2025-04-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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