# Krazan &amp; Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/krazan-associates-inc-401k-plan

> Krazan &amp; Associates, INC.&#39;s 401(k) plan: 290 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Krazan & Associates, INC.

- **Sponsor EIN:** 770039491

- **Sponsor Address:** 215 W DAKOTA AVENUE, CLOVIS, CA, 93612

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

- **Total Participants:** 290

- **Total Assets:** $19.0M

## 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|290|$19.0M|$250,000|$1.1M|

| 2023|275|$16.1M|$250,000|$896,717|

| 2022|262|$13.7M|$250,000|$774,730|

## 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|

| LC MORGAN STANLEY|NONE|$42,909|—|$42,909|

| ASCENSUS LLC|NONE|$31,975|—|$31,975|

| PENSION ASSURANCE LLP|Auditor|$4,500|—|$4,500|

### Verified Provider Profiles

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

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $79,384

- **Estimated Expense Ratio:** 0.417% 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|$79,309|$42,909|$31,900|$4,500|—|

| 2023|$87,563|$36,448|$29,335|$21,780|—|

| 2022|$72,753|$37,057|$26,421|—|$9,275|

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