Kapur & Associates, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Kapur & Associates, INC.
  • Sponsor EIN: 391420448
  • Sponsor Address: 7711 N PORT WASHINGTON RD, MILWAUKEE, WI, 532173130
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 394
  • Total Assets: $45.0M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023394$45.0M$0$2.6M
2022386$36.2M$0$2.3M

Similar Plans