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Original filing (PDF)20251224134903NAL0012322913001
KALAMAZOO PROBATION ENHANCEMENT PROGRAM, INC.
Form 5500
FILING_RECEIVED
KALAMAZOO PROBATION ENHANCEMENT PROGRAM, INC. 403(B) PLAN
403(b) retirement plan
Signals · 2
Late filing · 1.3 moNo recordkeeper disclosed
Active participants
121
Accounts w/ balance
147
Plan assets (EOY)
$10.4M
Net assets (EOY)
$10.4M
Plan health score (directional)
92
/ 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
95
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 1.3 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KALAMAZOO PROBATION ENHANCEMENT PROGRAM, INC..
Plan sponsor
Name
KALAMAZOO PROBATION ENHANCEMENT PROGRAM, INC.
EIN
38-2340760
Address
519 SOUTH PARK STREET · KALAMAZOO, MI · 490075166
Phone
(269) 383-0450
Industry
Health Care & Social Assistancesee 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
2025-12-24
Pension benefit codes
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $3K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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