# Kaplan, Strangis & Kaplan, P.A. DC Plan
Source: https://planprovider.pro/companies/kaplan-strangis-kaplan-p-a-plan

> Kaplan, Strangis & Kaplan, P.A.'s DC plan: 16 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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