# Kowalski Companies, INC. DC Plan
Source: https://planprovider.pro/companies/kowalski-companies-inc-plan-001

> Kowalski Companies, INC.'s DC plan: 218 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kowalski Companies, INC.

- **Sponsor EIN:** 411500646

- **Sponsor Address:** 3180 SOUTHDALE CENTER, EDINA, MN, 55435

- **Plan Type:** DC

- **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|

### Verified Provider Profiles

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

- [DS&B, LTD](https://planprovider.pro/provider/dsandb-ltd) — 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|$960|—|$960|—|—|

| 2023|$4,006|—|$4,006|—|—|

| 2022|$3,702|—|$3,702|—|—|

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