Kalamazoo County Sheriff's Deputies Association Money Purchase Pension Plan
Sponsored by Kalamazoo County Sheriff's Deputies Association · EIN 386037446 · Plan #001
- Total assets
- $50.7M
- Net assets
- $50.7M
- Active participants
- 203
- With balances
- 297
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| M Holdings Securities, Inc. CRD 43285 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| M Holdings Securities Inc | Investment advisory (participants), Direct payment from the plan | $95,454 |
| John Hancock Life Ins Co | Recordkeeping, Investment management, Shareholder servicing fees | $4,798 |