Original filing (PDF)20250918143003NAL0001644224001

DWELLING PLACE OF GRAND RAPIDS

Name: DWELLING PLACE OF GRAND RAPIDS — DWELLING PLACE 403(B) PLAN, Form 5500 (2024)
Creator: DWELLING PLACE OF GRAND RAPIDS

Form 5500-SF

FILING_RECEIVED

DWELLING PLACE 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

107

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

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 DWELLING PLACE OF GRAND RAPIDS.

Plan sponsor

Name

DWELLING PLACE OF GRAND RAPIDS

EIN

38-2313832

Address

101 SHELDON BLVD SE · SUITE 2 · GRAND RAPIDS, MI · 49503

Phone

(616) 454-0928

Industry

Real Estatesee 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

2025-09-18

Pension benefit codes

2F · ERISA section 404(c)

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

2G · Total participant-directed accounts

2S · Automatic enrollment

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

POINT MORTGAGE CORPORATION

POINT MORTGAGE CORPORATION 401(K) PLAN

$5.6M · 114 participants

EVERGLADES HOUSING GROUP, INC.

EVERGLADES HOUSING GROUP, INC. 401K PLAN

$5.6M · 53 participants

EASTWOOD MANAGEMENT CORP

EASTWOOD MANAGEMENT CORP 401(K) PROFIT SHARING PLAN & TRUST

$5.6M · 45 participants

SETTLEMENT HOUSING FUND, INC.

SETTLEMENT HOUSING FUND, INC. TAX DEFERRED ANNUITY PLAN

$5.6M · 70 participants

MAYFAIR REALTY AND DEVELOPMENT COMPANY, INC.