Plan Snapshot
- Plan Sponsor: Kaplan, Strangis & Kaplan, P.A.
- Sponsor EIN: 411352003
- Sponsor Address: 730 SECOND AVE S, MINNEAPOLIS, MN, 55402
- Plan Type: DC
- Total Participants: 16
- Total Assets: $41.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 16 | $41.3M | $198,653 | $0 |
| 2023 | 15 | $41.5M | $218,187 | $0 |
| 2022 | 19 | $38.9M | $255,854 | $0 |