# Ewing Marion Kauffman Foundation DC Plan
Source: https://planprovider.pro/companies/ewing-marion-kauffman-foundation-plan-002

> Ewing Marion Kauffman Foundation's DC plan: 95 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ewing Marion Kauffman Foundation

- **Sponsor EIN:** 436064859

- **Sponsor Address:** 4801 ROCKHILL ROAD, KANSAS CITY, MO, 64110

- **Plan Type:** DC

- **Total Participants:** 95

- **Total Assets:** $46.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|95|$46.0M|$1.8M|$994,791|

| 2023|81|$41.7M|$1.7M|$1.0M|

| 2022|101|$36.0M|$2.1M|$1.3M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| RSM US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|-$18,432|—|—|—|—|

| 2023|-$15,748|—|—|—|—|

| 2022|—|—|—|—|—|

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