How big is Towerpinkster's plan?

Towerpinkster's plan reported $46.6M in assets and 217 participants for 2024.

Original filing (PDF)20250717110830NAL0000053507001

Towerpinkster

Name: Towerpinkster — Towerpinkster 401(k) Plan, Form 5500 (2024)
Creator: Towerpinkster
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Towerpinkster 401(k) Plan

401(k) retirement plan · Towerpinkster's Towerpinkster 401(k) Plan held $46.6M in plan assets for 217 participants in 2024.

Signals · 1

High average account balance

Active participants

217

Accounts w/ balance

256

Plan assets (EOY)

$46.6M

Net assets (EOY)

$46.6M

Plan identifiers

Towerpinkster's EIN is 38-1430271.

EIN 38-1430271

Plan number 002

Plan year 2024

ACK ID 20250717110830NAL0000053507001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Towerpinkster from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Towerpinkster's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TOWERPINKSTER.

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How this plan invests

This plan

66 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (94th percentile).

Plan sponsor

Name

TOWERPINKSTER

EIN

all filings

Address

242 EAST KALAMAZOO AVENUE, STE 200 · KALAMAZOO, MI · 490075828

Phone

(269) 343-6133

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

PLANTE MORAN PLLC

Trustee / custodian

Service providers (Schedule C)

No Schedule C providers reported

Investments

66 direct securities· $44.6M(96% of reported assets)

Other securities

$28.8M

32 holdings

Mutual Funds

$7.1M

8 holdings

Common Collective Trusts

$6.8M

2 holdings

Common Stocks

$1.6M

22 holdings

Cash / Money Market

$265K

1 holding

U.S. Treasuries

$56K

1 holding

					% of plan
Vanguard 500 Index Admiral Share	Common Collective Trusts	—	—	$6.5M	14.0%
T. Rowe Price Retirement I 2040 Fund	Other securities	—	—	$5.6M	12.1%
T. Rowe Price Retirement I 2035 Fund	Other securities	—	—	$4.5M	9.7%
T. Rowe Price Retirement I 2045 Fund	Other securities	—	—	$3.7M	8.0%
T. Rowe Price Retirement I 2050 Fund	Other securities	—	—	$2.9M	6.2%
T. Rowe Price Growth Stock	Other securities	—	—	$2.1M	4.6%
T. Rowe Price Retirement I 2060 Fund	Other securities	—	—	$2.0M	4.2%
T. Rowe Price Retirement I 2030 Fund	Other securities	—	—	$1.8M	3.9%
T. Rowe Price Retirement I 2055 Fund	Other securities	—	—	$1.8M	3.9%
Vanguard Total Bond Market Admiral Shares	Mutual Funds	—	—	$1.5M	3.3%
Vanguard Total Intl Stock Index Admiral	Mutual Funds	—	—	$1.4M	2.9%
Vanguard Short-Term Investment Grade Fund	Mutual Funds	—	—	$1.3M	2.7%
Vanguard Small Cap Index Admiral Shares	Mutual Funds	—	—	$939K	2.0%
Vanguard Mid Cap Index Admiral Shares	Mutual Funds	—	—	$866K	1.9%
Vanguard Short Term Corp Bond Index Admiral	Mutual Funds	—	—	$529K	1.1%
Vanguard Intermediate Term Treasury Admiral	Mutual Funds	—	—	$521K	1.1%
Hartford MidCap	Other securities	—	—	$494K	1.1%
Greenleaf Trust BlackRock Equity Dividend Fund	Other securities	—	—	$480K	1.0%
Wasatch Core Growth Institutional	Other securities	—	—	$425K	0.9%
Hartford International Opportunity	Other securities	—	—	$411K	0.9%
Macquarie Emerging Markets Fund	Other securities	—	—	$327K	0.7%
JPMorgan Mid Cap Value	Other securities	—	—	$286K	0.6%
Greenleaf Trust Money market fund - Northern Institutional Treasury Portfolio	Cash / Money Market	—	—	$265K	0.6%
T. Rowe Price Retirement I 2025 Fund	Other securities	—	—	$251K	0.5%
iShares Core S&P 500 Index	Common Collective Trusts	—	—	$235K	0.5%
Delaware Small Cap Value	Other securities	—	—	$222K	0.5%
iShares Core S&P Midcap 400 Index	Other securities	—	—	$202K	0.4%
iShares Core MSCI EAFE ETF	Other securities	—	—	$197K	0.4%
T. Rowe Price Emerging Mkts Stock Fund I	Other securities	—	—	$182K	0.4%
Amazon.com Inc.	Common Stocks	—	—	$163K	0.4%
Visa Inc	Common Stocks	—	—	$162K	0.3%
WCM Focused International Growth Fund	Other securities	—	—	$152K	0.3%
Pear Tree Polaris Foreign Value Fund	Other securities	—	—	$149K	0.3%
Alphabet Inc.	Common Stocks	—	—	$145K	0.3%
iShares Core S&P Smallcap 600 Index	Other securities	—	—	$135K	0.3%
T. Rowe Price Retirement Balanced I Fund	Other securities	—	—	$129K	0.3%
Berkshire Hathaway	Other securities	—	—	$116K	0.3%
Greenleaf Trust American Tower Corporation	Common Stocks	—	—	$108K	0.2%
S&P Global Inc	Common Stocks	—	—	$99K	0.2%
Microsoft Corporation	Common Stocks	—	—	$86K	0.2%
Meta Platforms Inc	Common Stocks	—	—	$84K	0.2%
Salesforce.com Inc	Common Stocks	—	—	$71K	0.2%
Canadian Pacific Railway LTD	Common Stocks	—	—	$69K	0.1%
Booking Holdings Inc.	Common Stocks	—	—	$65K	0.1%
T. Rowe Spectrum Conserv Alloc Fund	Other securities	—	—	$63K	0.1%
T. Rowe Price Retirement I 2065 Fund	Other securities	—	—	$59K	0.1%
Vanguard S/T Inflation Protected Sec Admiral	Mutual Funds	—	—	$59K	0.1%
iShares 7-10 Year Treasury Bond ETF	U.S. Treasuries	—	—	$56K	0.1%
Paypal Holdings Inc	Common Stocks	—	—	$55K	0.1%
Mondelez International Inc	Common Stocks	—	—	$55K	0.1%