# Kass Shuler, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/kass-shuler-p-a-401k-plan

> Kass Shuler, P.A.'s 401(k) plan: 92 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kass Shuler, P.A.

- **Sponsor EIN:** 592978197

- **Sponsor Address:** 1604 N. MARION ST., TAMPA, FL, 33602

- **Plan Type:** 401(k)

- **Total Participants:** 92

- **Total Assets:** $13.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|92|$13.7M|$285,611|$436,194|

| 2023|90|$13.5M|$0|$483,472|

| 2022|79|$11.7M|$210,718|$478,003|

| 2020|92|$12.1M|$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|

| KELLY PARTNERS(FRS)ATTEST SERVICES|Auditor|—|—|$0|

## 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|$58,782|$35,428|$23,354|—|—|

| 2023|$35,649|$19,065|$16,584|—|—|

| 2022|$47,706|—|—|—|$47,706|

| 2020|$34,649|—|$34,649|—|—|

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