# Kaplan, Kenegos & Kadin DC Plan
Source: https://planprovider.pro/companies/kaplan-kenegos-kadin-plan

> Kaplan, Kenegos & Kadin's DC plan: 7 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kaplan, Kenegos & Kadin

- **Sponsor EIN:** 953926318

- **Sponsor Address:** 9150 WILSHIRE BLVD., SUITE 175, BEVERLY HILLS, CA, 90212

- **Plan Type:** DC

- **Total Participants:** 7

- **Total Assets:** $1.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|7|$1.3M|$118,366|$0|

| 2023|7|$1.3M|$150,561|$0|

| 2022|8|$1.1M|$161,362|$0|

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