Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Kalamazoo Plumbers & Pipefitters 357 401(K)
- Sponsor EIN: 386152409
- Sponsor Address: 5600 NEW KING ST, TROY, MI, 48098
- Plan Type: DC
- Total Participants: 315
- Total Assets: $30.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 315 | $30.8M | $0 | $1.9M |
| 2023 | 307 | $26.9M | $0 | $1.8M |
| 2022 | 301 | $22.7M | $0 | $1.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| AMERICAN FUNDS | NONE | $49,616 | — | $49,616 |
| CAPITAL GROUP RETIREMENT PLAN SVCS | NONE | $33,066 | — | $33,066 |
| NOVARA, TESIJA & CATENACCI, PLLC | NONE | $29,347 | — | $29,347 |
| SOLXSYS ADMINISTRATIVE SOLUTIONS | NONE | $21,784 | — | $21,784 |
| MORGAN STANLEY GLOBAL BANKING | NONE | $17,500 | — | $17,500 |
| BULTYNCK & CO., PLLC | NONE | $14,225 | — | $14,225 |
| TIC INTERNATIONAL CORPORATION | NONE | $10,674 | — | $10,674 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $176,212
- Estimated Expense Ratio: 0.572% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $137,199 | $21,875 | $58,271 | $14,636 | — |
| 2023 | $120,228 | $12,500 | $49,853 | $10,000 | — |
| 2022 | $91,188 | $7,500 | $41,711 | — | $35,146 |