# Kumar & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/kumar-associates-inc-841119130-002

> Kumar & Associates, INC.'s 401(k) plan: 114 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 841119130

- **Sponsor Address:** 2390 S. LIPAN STREET, DENVER, CO, 80223

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

- **Plan Number:** 002

- **Total Participants:** 114

- **Total Assets:** $10.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|114|$10.5M|$25,000|$0|

| 2023|132|$9.2M|$0|$0|

| 2022|121|$9.0M|$0|$0|

## 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|

| PLANTE & MORAN, PLLC|Other Service Provider|$19,500|—|$19,500|

| TRANSITION FINANCE STRATEGIES, LLC|Other Service Provider|$18,875|—|$18,875|

| ESOP LAW GROUP|ERISA Attorney|$13,010|—|$13,010|

| ABBOTT,STRINGHAM & LYNCH|Auditor|$6,880|—|$6,880|

### Verified Provider Profiles

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

- [ESOP LAW GROUP](https://planprovider.pro/provider/esop-law-group-llp) — ERISA Attorney

- [ABBOTT,STRINGHAM & LYNCH](https://planprovider.pro/provider/abbott-stringham-and-lynch) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $58,265

- **Estimated Expense Ratio:** 0.555% 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|$62,423|—|—|—|—|

| 2023|$48,264|—|—|—|—|

| 2022|$31,655|—|—|—|$31,655|

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