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Kalamazoo Plumbers & Pipefitters Local 357 401(k) Plan

Sponsored by Board Of Trustees Of The Kalamazoo Plumbers & Pipefitters 357 401(k) · EIN 386152409 · Plan #002

Total assets
$30.8M
Net assets
$30.8M
Active participants
315
With balances
549

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
American Fundstars Financial Group Llc CRD 315860 fuzzy_auto · 96% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
American Funds Direct payment from the plan, Recordkeeping, Custodial (securities) $49,616
Capital Group Retirement Plan Svcs Direct payment from the plan, Recordkeeping, Custodial (securities) $33,066
Novara, Tesija & Catenacci, Pllc Direct payment from the plan, Legal $29,347
Solxsys Administrative Solutions Direct payment from the plan, Plan administrator $21,784
Morgan Stanley Global Banking Direct payment from the plan, Recordkeeping, Custodial (other) $17,500
Bultynck & Co., Pllc Direct payment from the plan, Accounting $14,225
Tic International Corporation Direct payment from the plan, Accounting, Contract administrator $10,674