Original filing (PDF)20250711092051NAL0007193121001

JOHN E FETZER INSTITUTE, INC

Name: JOHN E FETZER INSTITUTE, INC — JOHN E. FETZER INSTITUTE 401(K) AND DEFINED CONTRIBUTION PENSION PLAN, Form 5500 (2024)
Creator: JOHN E FETZER INSTITUTE, INC

Form 5500-SF

FILING_RECEIVED

JOHN E. FETZER INSTITUTE 401(K) AND DEFINED CONTRIBUTION PENSION PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$20.3M

Net assets (EOY)

$20.3M

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 JOHN E FETZER INSTITUTE, INC.

Plan sponsor

Name

JOHN E FETZER INSTITUTE, INC

EIN

38-6052788

Address

9292 WEST KL AVE. · KALAMAZOO, MI · 49009

Phone

(269) 375-2000

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-11

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2E · Profit-sharing

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

2T · Default investment account (QDIA)

2S · Automatic enrollment

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

RANCHO SAN ANTONIO BOYS HOME, INC.

EMPLOYEE BENEFIT PLAN OF RANCHO SAN ANTONIO BOYS HOME, INC.

$20.3M · 216 participants

AMERICAN FARM BUREAU FEDERATION

AMERICAN FARM BUREAU FEDERATION EMPLOYEES SAVINGS TRUST

$20.3M · 99 participants

AMERICAN COLLEGE OF RHEUMATOLOGY

AMERICAN COLLEGE OF RHEUMATOLOGY RETIREMENT PLAN

$20.3M · 119 participants

JOHN S. AND JAMES L. KNIGHT FOUNDATION

RETIREMENT PLAN FOR EMPLOYEES OF THE KNIGHT FOUNDATION

$20.3M · 59 participants