Original filing (PDF)20251010184458NAL0008575585001

CHARLES F. KETTERING FOUNDATION

Name: CHARLES F. KETTERING FOUNDATION — TIAA CREF RETIREMENT DEFINED CONTRIBUTION PLAN FOR EMPLOYEES OF CHARLES F. KETTERING 151271/500023, Form 5500 (2024)
Creator: CHARLES F. KETTERING FOUNDATION

Form 5500-SF

FILING_RECEIVED

TIAA CREF RETIREMENT DEFINED CONTRIBUTION PLAN FOR EMPLOYEES OF CHARLES F. KETTERING 151271/500023

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

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 CHARLES F. KETTERING FOUNDATION.

Plan sponsor

Name

CHARLES F. KETTERING FOUNDATION

EIN

31-0549056

Address

JAMES MARTIN · 200 COMMONS RD. · DAYTON, OH · 454592788

Phone

(937) 434-7300

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2G · Total participant-directed accounts

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 providers

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