How big is John E Fetzer Institute, Inc.'s plan?

John E Fetzer Institute, Inc.'s plan reported $20.3M in assets and 72 participants for 2024.

Original filing (PDF)20250711092051NAL0007193121001

John E Fetzer Institute, Inc.

Name: John E Fetzer Institute, Inc. — John E. Fetzer, Form 5500 (2024)
Creator: John E Fetzer Institute, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

John E. Fetzer Institute 401(k) and Defined Contribution Pension Plan

401(k) retirement plan · John E Fetzer Institute, Inc.'s John E. Fetzer Institute 401(k) and Defined Contribution Pension Plan held $20.3M in plan assets for 72 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$20.3M

Net assets (EOY)

$20.3M

Plan identifiers

John E Fetzer Institute, Inc.'s EIN is 38-6052788.

EIN 38-6052788

Plan number 003

Plan year 2024

ACK ID 20250711092051NAL0007193121001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for John E Fetzer Institute, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

John E Fetzer Institute, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOHN E FETZER INSTITUTE, INC.

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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