How big is Ewing Marion Kauffman Foundation's plan?

Ewing Marion Kauffman Foundation's plan reported $46.0M in assets and 95 participants for 2024.

Original filing (PDF)20250822134422NAL0009067616001

Ewing Marion Kauffman Foundation

Name: Ewing Marion Kauffman Foundation — Ewing Marion, Form 5500 (2024)
Creator: Ewing Marion Kauffman Foundation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program

403(b) retirement plan · Ewing Marion Kauffman Foundation's Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program held $46.0M in plan assets for 95 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

199

Plan assets (EOY)

$46.0M

Net assets (EOY)

$46.0M

People on this filing

Shenelle Mourning signed Ewing Marion Kauffman Foundation's 2024 Form 5500 as plan administrator.

Shenelle Mourning — 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

Ewing Marion Kauffman Foundation's EIN is 43-6064859.

EIN 43-6064859

Plan number 002

Plan year 2024

ACK ID 20250822134422NAL0009067616001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ewing Marion Kauffman Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ewing Marion Kauffman Foundation's plan includes automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction, 403(b) custodial accounts.

Decision-maker contacts

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

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How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

100

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (100th percentile).
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

EWING MARION KAUFFMAN FOUNDATION

EIN

all filings

Address

4801 ROCKHILL ROAD · KANSAS CITY, MO · 64110

Phone

(816) 932-1018

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-22

Pension benefit codes

2G · Total participant-directed accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2F · ERISA section 404(c)

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

RSM US LLP

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$18K	—

Investments

33 direct securities· $45.8M(100% of reported assets)

Other securities

$30.3M

22 holdings

Common Collective Trusts

$7.7M

2 holdings

Mutual Funds

$7.2M

8 holdings

Common Stocks

$546K

1 holding

					% of plan
AF TRGT DATE 2050 R6 Mutual Fund	Other securities	—	—	$7.4M	16.2%
FID 500 INDEX Mutual Fund	Common Collective Trusts	—	—	$7.4M	16.0%
AF TRGT DATE 2040 R6 Mutual Fund	Other securities	—	—	$4.2M	9.2%
AF TRGT DATE 2030 R6 Mutual Fund	Other securities	—	—	$3.3M	7.1%
AF TRGT DATE 2045 R6 Mutual Fund	Other securities	—	—	$2.6M	5.6%
FID GOVT MMKT Money Market Fund	Mutual Funds	—	—	$2.0M	4.4%
FID CONTRAFUND K6 Mutual Fund	Mutual Funds	—	—	$1.9M	4.1%
AF TRGT DATE 2035 R6 Mutual Fund	Other securities	—	—	$1.7M	3.6%
CONESTOGA SMID CP IS Mutual Fund (1)	Other securities	—	—	$1.6M	3.4%
FID BALANCED K6 Mutual Fund	Mutual Funds	—	—	$1.4M	3.1%
AF TRGT DATE 2055 R6 Mutual Fund	Other securities	—	—	$1.3M	2.8%
BAIRD SH TM BOND IS Mutual Fund	Other securities	—	—	$1.2M	2.7%
AF TRGT DATE 2025 R6 Mutual Fund	Other securities	—	—	$1.2M	2.5%
AF TRGT DATE 2020 R6 Mutual Fund	Other securities	—	—	$1.2M	2.5%
BAIRD CORE PLUS INST Mutual Fund	Other securities	—	—	$888K	1.9%
UM BEHAVIORAL VAL R6 Mutual Fund	Other securities	—	—	$828K	1.8%
DODGE & COX STOCK X Mutual Fund	Mutual Funds	—	—	$794K	1.7%
OAKMARK GLOBAL R6 Mutual Fund	Other securities	—	—	$731K	1.6%
BROWN INTL SM CO IS Mutual Fund	Common Stocks	—	—	$546K	1.2%
AF TRGT DATE 2060 R6 Mutual Fund	Other securities	—	—	$469K	1.0%
FID INTL INDEX Mutual Fund	Mutual Funds	—	—	$445K	1.0%
NUANCE MID CAP VAL Z Mutual Fund	Other securities	—	—	$440K	1.0%
AF EUROPAC GROWTH R6 Mutual Fund	Other securities	—	—	$434K	0.9%
VANG GLOBAL EQ INV Mutual Fund	Other securities	—	—	$413K	0.9%
FID SM CAP IDX Mutual Fund	Common Collective Trusts	—	—	$384K	0.8%
FID NEW MARKETS INC Mutual Fund	Mutual Funds	—	—	$329K	0.7%
AF TRGT DATE 2065 R6 Mutual Fund	Other securities	—	—	$233K	0.5%
DFA INF PRT SEC PORT Mutual Fund	Mutual Funds	—	—	$183K	0.4%
AS EMRG MKTS EQ R6 Mutual Fund	Other securities	—	—	$159K	0.3%
AF TRGT DATE 2010 R6 Mutual Fund	Other securities	—	—	$116K	0.3%
FID INTL SM CAP OPP Mutual Fund	Mutual Funds	—	—	$53K	0.1%
H & W HIGH YIELD Z Mutual Fund	Other securities	—	—	$38K	<0.1%
AF TRGT DATE 2015 R6 Mutual Fund	Other securities	—	—	$34K	<0.1%