How big is Berrien Community Foundation, Inc.'s plan?

Berrien Community Foundation, Inc.'s plan reported $204K in assets and 10 participants for 2024.

Original filing (PDF)20250509114627NAL0013636689001

Berrien Community Foundation, Inc.

Name: Berrien Community Foundation, Inc. — Safe-Harbor, Form 5500 (2024)
Creator: Berrien Community Foundation, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Safe-Harbor 403(b) Thrift Plan for Employees of Berrien Community Foundation, Inc.

401(k) retirement plan · Berrien Community Foundation, Inc.'s Safe-Harbor 403(b) Thrift Plan for Employees of Berrien Community Foundation, Inc. held $204K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$204K

Net assets (EOY)

$204K

People on this filing

Morgan Callahan signed Berrien Community Foundation, Inc.'s 2024 Form 5500 as plan administrator.

Morgan Callahan — 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

Berrien Community Foundation, Inc.'s EIN is 38-6057160.

EIN 38-6057160

Plan number 001

Plan year 2024

ACK ID 20250509114627NAL0013636689001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Berrien Community Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Berrien Community Foundation, Inc.'s plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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