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GRAND TRAVERSE REGIONAL COMMUNITY FOUNDATION — GRAND TRAVERSE COMMUNITY FOUNDATION 403(B) DC PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250724121932NAL0011415586001
GRAND TRAVERSE REGIONAL COMMUNITY FOUNDATION
Form 5500-SF
FILING_RECEIVED
GRAND TRAVERSE COMMUNITY FOUNDATION 403(B) DC PLAN
403(b) retirement plan
Active participants
11
Accounts w/ balance
14
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
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
GRAND TRAVERSE REGIONAL COMMUNITY FOUNDATION
.
Find decision makers
Plan sponsor
Name
GRAND TRAVERSE REGIONAL COMMUNITY FOUNDATION
EIN
38-3056434
Address
800 COTTAGEVIEW DR., STE. 1040 · TRAVERSE CITY, MI · 496842494
Phone
(231) 935-4066
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
2025-07-24
Pension benefit codes
2M · 403(b)(7) custodial accounts
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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Helping the score
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