# Board Of Trustees Of The Kalamazoo Plumbers & Pipefitters 357 401(K) DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-kalamazoo-plumbers-pipefitters-357-401-k-plan

> Board Of Trustees Of The Kalamazoo Plumbers & Pipefitters 357 401(K)'s DC plan: 315 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## 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:

- [MORGAN STANLEY GLOBAL BANKING](https://planprovider.pro/provider/morgan-stanley) — NONE

## 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|

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