Kruse & Associates, Inc. 401(k) Plan: Login, Facts & Contact Information

Kruse & Associates, Inc. 401(k) Plan Facts

Plan name
KRUSE & ASSOCIATES 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
KRUSE & ASSOCIATES, INC.
Participants
65 (70 active employees)
Plan assets
$880,779 at Dec 31, 2024
Average account balance
$17,270 across 51 accounts
Employer contributions
$107,170 in plan year 2024 (29% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2015
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 5, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $368,844 went into the plan in contributions, $107,170 of it from the employer (29%).
  • $50,644 was paid out to participants.
  • Investment and other income added $63,282.

How the Kruse & Associates, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019321$58,130—$0
20201,657$108,917—$0
202110$131,864—$10,382
202211$136,157—$42,084
202351$502,890$74,100$14,890
202465$880,779$107,170$50,644

Kruse & Associates, Inc. 401(k) Contact Information

Phone
918-251-5982
Mailing address
8596 E. 101 STREET, SUITE H, TULSA OK 74133
Plan sponsor
KRUSE & ASSOCIATES, INC.
Employer identification number (EIN)
73-1444019
Plan number
001

Questions about the Kruse & Associates, Inc. 401(k)

Does Kruse & Associates, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $107,170, 29% of all contributions.

Does the Kruse & Associates, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Kruse & Associates, Inc 401(k) plan?

65 participants at the start of plan year 2024, 70 of them active employees.

What is the average 401(k) balance at Kruse & Associates, Inc?

About $17,270 per account: $880,779 in plan assets across 51 accounts with a balance at the end of plan year 2024.

Who manages the Kruse & Associates, Inc 401(k) accounts?

Transamerica is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Kruse & Associates, Inc. How do I access my 401(k)?

Your account stays with Transamerica after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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