# Jake Kaplan'S Limited 401(k) Plan
Source: https://planprovider.pro/companies/jake-kaplan-s-limited-401k-plan

> Jake Kaplan'S Limited's 401(k) plan: 292 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jake Kaplan'S Limited

- **Sponsor EIN:** 050342304

- **Sponsor Address:** 1346 BALD HILL ROAD, WARWICK, RI, 02886

- **Plan Type:** 401(k)

- **Total Participants:** 292

- **Total Assets:** $7.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|292|$7.3M|$12,442|$921,165|

| 2023|249|$6.0M|$18,960|$798,909|

| 2022|218|$4.4M|$11,444|$843,340|

## 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|

| STOWE & DEGON LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STOWE & DEGON LLC](https://planprovider.pro/provider/stowe-and-degon-llc) — 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|$17,269|$3,923|—|—|—|

| 2023|$255,860|—|$12,674|—|—|

| 2022|$20,523|$1,202|—|—|—|

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