· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KAPPA ALPHA THETA FRATERNITY INC — KAPPA ALPHA THETA FRATERNITY RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251013121517NAL0002739650001
KAPPA ALPHA THETA FRATERNITY INC
Form 5500-SF
FILING_RECEIVED
KAPPA ALPHA THETA FRATERNITY RETIREMENT PLAN
401(k) retirement plan
Active participants
56
Accounts w/ balance
61
Plan assets (EOY)
$7.3M
Net assets (EOY)
$7.3M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KAPPA ALPHA THETA FRATERNITY INC
.
Find decision makers
Plan sponsor
Name
KAPPA ALPHA THETA FRATERNITY INC
EIN
36-1305568
Address
8740 FOUNDERS RD · INDIANAPOLIS, IN · 462681337
Phone
(317) 876-1870
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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
Related plans
Similar-size Other Services (ex. Public Admin) plans
PROSPERITY NOW
PROSPERITY NOW RETIREMENT SAVINGS PLAN
$7.3M · 22 participants
ALLIANCE FOR TELECOMMUNICATIONS INDUSTRY SOLUTIONS, INC.
ATIS 401(K) PLAN
$7.3M · 23 participants
WENNER-GREN FOUNDATION
WENNER-GREN FOUNDATION 401(K) RETIREMENT PLAN
$7.3M
LIFESPAN, INCORPORATED
LIFESPAN, INCORPORATED RETIREMENT SAVINGS PLAN
$7.4M · 347 participants
WORKFORCE DEVELOPMENT INSTITUTE INC
WORKFORCE DEVELOPMENT INSTITUTE INC DEFINED CONTRIBUTION PLAN
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$7.3M · 35 participants
ROOSEVELT INSTITUTE
ROOSEVELT INSTITUTE 403(B) DC PLAN
$7.3M · 70 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
