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COMMUNITY FOUNDATION FOR MUSKEGON COUNTY — COMMUNITY FOUNDATION FOR MUSKEGON COUNTY 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250819092538NAL0001060307001
COMMUNITY FOUNDATION FOR MUSKEGON COUNTY
Form 5500-SF
FILING_RECEIVED
COMMUNITY FOUNDATION FOR MUSKEGON COUNTY 403(B) PLAN
403(b) retirement plan
Active participants
60
Accounts w/ balance
39
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
Plan health score (directional)
86
/ 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
COMMUNITY FOUNDATION FOR MUSKEGON COUNTY
.
Find decision makers
Plan sponsor
Name
COMMUNITY FOUNDATION FOR MUSKEGON COUNTY
EIN
38-6114135
Address
425 W. WESTERN AVENUE, SUITE 200 · MUSKEGON, MI · 49440
Phone
(231) 332-4134
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
2025-08-19
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
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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Knocking points off
65% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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