Plan Snapshot
- Plan Sponsor: Kowalski Companies, INC.
- Sponsor EIN: 411500646
- Sponsor Address: 3180 SOUTHDALE CENTER, EDINA, MN, 55435
- Plan Type: DC
- Total Participants: 651
- Total Assets: $15.8M
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 | 651 | $15.8M | $976,860 | $510,388 |
| 2023 | 625 | $13.3M | $789,280 | $493,126 |
| 2022 | 578 | $10.8M | $803,443 | $542,929 |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Other Service Provider | $6,250 | — | $6,250 |
| DS&B, LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — Other Service Provider
- DS&B, LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,250
- Estimated Expense Ratio: 0.040% of plan assets
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 | $1,530 | — | $1,530 | — | — |
| 2023 | $2,202 | — | $2,202 | — | — |
| 2022 | $8,782 | — | $8,782 | — | — |