Original filing (PDF)20250509114627NAL0013636689001

BERRIEN COMMUNITY FOUNDATION, INC.

Name: BERRIEN COMMUNITY FOUNDATION, INC. — SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF BERRIEN COMMUNITY FOUNDATION, INC., Form 5500 (2024)
Creator: BERRIEN COMMUNITY FOUNDATION, INC.

Form 5500-SF

FILING_RECEIVED

SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF BERRIEN COMMUNITY FOUNDATION, INC.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$204K

Net assets (EOY)

$204K

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 BERRIEN COMMUNITY FOUNDATION, INC..

Plan sponsor

Name

BERRIEN COMMUNITY FOUNDATION, INC.

EIN

38-6057160

Address

2900 S STATE ST STE 2E · SAINT JOSEPH, MI · 490852467

Phone

(269) 983-3304

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

2025-05-09

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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