How big is Grand Traverse Regional Community Foundation's plan?

Grand Traverse Regional Community Foundation's plan reported $1.9M in assets and 11 participants for 2024.

Original filing (PDF)20250724121932NAL0011415586001

Grand Traverse Regional Community Foundation

Name: Grand Traverse Regional Community Foundation — Form 5500 Plan 001 (2024)
Creator: Grand Traverse Regional Community Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Grand Traverse Community Foundation 403(b) DC Plan

403(b) retirement plan · Grand Traverse Regional Community Foundation's Grand Traverse Community Foundation 403(b) DC Plan held $1.9M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Paul Kester signed Grand Traverse Regional Community Foundation's 2024 Form 5500 as plan administrator.

Paul Kester — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Grand Traverse Regional Community Foundation's EIN is 38-3056434.

EIN 38-3056434

Plan number 001

Plan year 2024

ACK ID 20250724121932NAL0011415586001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Grand Traverse Regional Community Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Grand Traverse Regional Community Foundation's plan includes 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GRAND TRAVERSE REGIONAL COMMUNITY FOUNDATION.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score