# Kowalski Companies, INC. DC Plan
Source: https://planprovider.pro/companies/kowalski-companies-inc-plan-002

> Kowalski Companies, INC.'s DC plan: 651 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:** 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.](https://planprovider.pro/provider/the-vanguard-group-inc) — Other Service Provider

- [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:** $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|—|—|

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