The Heritage Community Of Kalamazoo Savings Plan
Sponsored by The Heritage Community Of Kalamazoo · EIN 382758582 · Plan #001
- Total assets
- $242K
- Net assets
- $242K
- Active participants
- 240
- With balances
- 176
Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Greenleaf Trust | Recordkeeping, Trustee (institutional), Participant loan processing | $1,669 |