Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| HERITAGE COMM KZO SAVINGS/403B PLAN | 6 |
| HERITAGE COMM KZO SAVINGS/403B PLNS | 2 |
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| Landscape Forms, Inc. Landscape Forms, Inc. Profit Sharing Plan · all filings | KALAMAZOO, MI | Trustee | 550 | $113.0M | $56K | $0 |
| Mercantile Bank Mercantile Bank 401(k) Plan · all filings | GRAND RAPIDS, MI | Trustee | 697 | $109.8M | $291K | $0 |
| Mercantile Bank Mercantile Bank 401(k) Plan · all filings | GRAND RAPIDS, MI | Trustee | 686 | $100.9M | $230K | $0 |
| Landscape Forms, Inc. Landscape Forms, Inc. Profit Sharing Plan · all filings | KALAMAZOO, MI | Trustee | 593 | $99.8M | $40K | $0 |
| Miller, Johnson, Snell & Cummiskey, P.L.C. Miller, Johnson, Snell & Cummiskey, P.L.C. 401(k) Retirement Savings Plan · all filings | GRAND RAPIDS, MI | Other service providers | 192 | $95.6M | $24K | $0 |
| Miller, Johnson, Snell & Cummiskey, P.L.C. Miller, Johnson, Snell & Cummiskey, P.L.C. 401(k) Retirement Savings Plan · all filings | GRAND RAPIDS, MI | Other service providers | 174 | $86.7M | $22K | $0 |
| Mercantile Bank Mercantile Bank 401(k) Plan · all filings | GRAND RAPIDS, MI | Trustee | 664 | $81.0M | $224K | $0 |
| Landscape Forms, Inc. Landscape Forms, Inc. Profit Sharing Plan · all filings | KALAMAZOO, MI | Trustee | 605 | $80.4M | $44K | $0 |
| Miller, Johnson, Snell & Cummiskey, P.L.C. Miller, Johnson, Snell & Cummiskey, P.L.C. 401(k) Retirement Savings Plan · all filings | GRAND RAPIDS, MI | Other service providers | 154 | $75.2M | $22K | $0 |
| J. Rettenmaier USA LP JRS USA 401(k) Plan · all filings | SCHOOLCRAFT, MI | Trustee | 745 | $74.5M | $216K | $0 |
| Zeigler Auto Group, Inc. Zeigler Auto Group, Inc. Employee's 401(k) Plan · all filings | KALAMAZOO, MI | Trustee | 2,348 | $72.9M | $485K | $0 |
| Zeigler Auto Group, Inc. Zeigler Auto Group, Inc. Employee's 401(k) Plan · all filings | KALAMAZOO, MI | Trustee | 2,428 | $65.2M | $365K | $0 |
| J. Rettenmaier USA LP JRS USA 401(k) Plan · all filings | SCHOOLCRAFT, MI | Trustee | 734 | $63.6M | $181K | $0 |
| Paragon Health, P.C. Paragon Health, P.C. Profit Sharing 401(k) Plan · all filings | KALAMAZOO, MI | Trustee | 147 | $62.6M | $105K | $0 |
| Paragon Health, P.C. Paragon Health, P.C. Profit Sharing 401(k) Plan · all filings | KALAMAZOO, MI | Trustee | 135 | $56.8M | $111K | $0 |
| Thermal Tech Engineering, Inc. Thermal Tech Engineering, Inc. Profit Sharing / Savings Retirement Plan · all filings | CINCINNATI, OH | Trustee | 186 | $56.0M | $76K | $0 |
| J. Rettenmaier USA LP JRS USA 401(k) Plan · all filings | SCHOOLCRAFT, MI | Trustee | 804 | $53.2M | $175K | $0 |
| Paragon Health, P.C. Paragon Health, P.C. Profit Sharing 401(k) Plan · all filings | KALAMAZOO, MI | Trustee | 140 | $51.4M | $98K | $0 |
| Zeigler Auto Group, Inc. Zeigler Auto Group, Inc. Employee's 401(k) Plan · all filings | KALAMAZOO, MI | Trustee | 2,162 | $48.3M | $329K | $0 |
| Thermal Tech Engineering, Inc. Thermal Tech Engineering, Inc. Profit Sharing / Savings Retirement Plan · all filings | CINCINNATI, OH | Trustee | 178 | $46.2M | $63K | $0 |
| Special-LITE, Inc. Special-LITE, Inc. Retirement and Savings Plan and Trust · all filings | DECATUR, MI | Trustee | 247 | $42.3M | $79K | $0 |
| Smith,Haughey,Rice and Roegge, P.C. Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. · all filings | GRAND RAPIDS, MI | Trustee | 104 | $40.5M | $107K | $0 |
| Schupan & Sons, Inc. Schupan & Sons, Inc. Profit Sharing and 401(k) Savings Plan · all filings | KALAMAZOO, MI | Trustee | 539 | $40.0M | $133K | $0 |
| Smith,Haughey,Rice and Roegge, P.C. Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. · all filings | GRAND RAPIDS, MI | Trustee | 107 | $39.9M | $92K | $0 |
| East Jordan Plastics East Jordan Plastics Inc. 401(k) Plan · all filings | EAST JORDAN, MI | Trustee | 375 | $39.2M | $48K | $0 |
