The Heritage Community Of Kalamazoo 403 (B) Plan
Sponsored by The Heritage Community Of Kalamazoo · EIN 382758582 · Plan #002
- Total assets
- $6.4M
- Net assets
- $6.4M
- Active participants
- 240
- With balances
- 176
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
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 | $38,493 |