PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BOARD OF TRUSTEES OF THE KALAMAZOO PLUMBERS & PIPEFITTERS 357 PENSION
Sponsor portfolio

BOARD OF TRUSTEES OF THE KALAMAZOO PLUMBERS & PIPEFITTERS 357 PENSION

EIN 38-6152409-individual & family services-Latest filing 2025
Plans
2
Retirement
2
$237.1M assets
Welfare
0
Participants
1,724
5600 NEW KING DRIVE, SUITE 330 - TROY, MI 48098248-663-2449LinkedIn501-1000 employeesindividual & family services
Plans on this EIN
2 filings
#001TraditionalDB-$206.3M - 1,175 part#002401k-$30.8M - 549 part

Retirement portfolio analytics

2 plans aggregated / $237.1M assets / 1,724 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • LOCAL 357 PENSION (#001)87%
  • LOCAL 357 401(K) (#002)13%
Total $237.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
87%top
  • (Not disclosed)87%
  • AMERICAN FUNDS13%
Total $237.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LOCAL 357 PENSION (#001)1,175
  • LOCAL 357 401(K) (#002)549
Total 1,724Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

UNITED ASSN OF JOURNEYMEN PLUMBERS & PIPEFITTERS LOCAL 357 PENSION PLAN

TraditionalDB

Assets$206.3M
Participants1,175
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KALAMAZOO PLUMBERS & PIPEFITTERS LOCAL 357 401(K) PLAN

401k

Assets$30.8M
Participants549
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001UNITED ASSN OF JOURNEYMEN PLUMBERS & PIPEFITTERS LOCAL 357 PENSION PLANTraditionalDB$206.3M1,1752025
002KALAMAZOO PLUMBERS & PIPEFITTERS LOCAL 357 401(K) PLAN401k$30.8M5492024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica