# Kapur & Associates, INC. DC Plan
Source: https://planprovider.pro/companies/kapur-associates-inc-plan-002

> Kapur & Associates, INC.'s DC plan: 222 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kapur & Associates, INC.

- **Sponsor EIN:** 391420448

- **Sponsor Address:** 7711 NORTH PORT WASHINGTON ROAD, MILWAUKEE, WI, 532173130

- **Plan Type:** DC

- **Total Participants:** 222

- **Total Assets:** $48.7M

## 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|222|$48.7M|$0|$0|

| 2023|201|$39.0M|$0|$0|

## 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|

| STAMBAUGH NESS, INC.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STAMBAUGH NESS, INC.](https://planprovider.pro/provider/stambaugh-ness-inc) — 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|$638,790|$37,864|$5,950|—|—|

| 2023|$170,764|$50,000|$6,900|—|—|

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