PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Board of Trustees of the Kalamazoo Plumbers & Pipefitters 357 401(k)
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Board of Trustees of the Kalamazoo Plumbers & Pipefitters 357 401(k)

EIN 38-6152409-individual & family services-Latest filing 2025
Plans
2
Retirement
2
$244.3M assets
Health & Benefits
0
Participants
1,706
5600 NEW KING DRIVE, SUITE 330 - TROY, MI 48098248-663-2449LinkedIn501-1000 employeesindividual & family services
Plans on this EIN
2 filings
#001Traditional DB-$206.3M - 1,175 part#002401(k)-$37.9M - 531 part

Retirement portfolio analytics

2 plans aggregated / $244.3M assets / 1,706 participants

Assets by plan

Share of aggregate retirement assets

  • LOCAL 357 PENSION (#001)$206.3M
  • LOCAL 357 401(K) (#002)$37.9M
Total $244.3MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$206.3M
  • AMERICAN FUNDS$37.9M
Total $244.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • LOCAL 357 PENSION (#001)1,175
  • LOCAL 357 401(K) (#002)531
Total 1,706Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

UNITED ASSN OF JOURNEYMEN PLUMBERS & PIPEFITTERS LOCAL 357 PENSION PLAN

Traditional DB

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

KALAMAZOO PLUMBERS & PIPEFITTERS LOCAL 357 401(K) PLAN

401(k)

Assets$37.9M
Participants531
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001UNITED ASSN OF JOURNEYMEN PLUMBERS & PIPEFITTERS LOCAL 357 PENSION PLANTraditional DB$206.3M1,1752025
#002KALAMAZOO PLUMBERS & PIPEFITTERS LOCAL 357 401(K) PLAN401(k)$37.9M5312025
  • UNITED ASSN OF JOURNEYMEN PLUMBERS & PIPEFITTERS LOCAL 357 PENSION PLAN$206.3M
    #001 · Traditional DB · 20251,175
  • KALAMAZOO PLUMBERS & PIPEFITTERS LOCAL 357 401(K) PLAN$37.9M
    #002 · 401(k) · 2025531
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica