Plan Snapshot
- Plan Sponsor: Kowalski Companies, INC.
- Sponsor EIN: 411500646
- Sponsor Address: 3180 SOUTHDALE CENTER, EDINA, MN, 55435
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 218
- Total Assets: $19.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 218 | $19.9M | $980,583 | $616,348 |
| 2023 | 305 | $18.0M | $881,438 | $579,216 |
| 2022 | 289 | $14.9M | $551,640 | $532,264 |
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 |
|---|---|---|---|---|
| DS&B, LTD | 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 | $960 | — | $960 | — | — |
| 2023 | $4,006 | — | $4,006 | — | — |
| 2022 | $3,702 | — | $3,702 | — | — |