H.W. Kaufman Financial Group 401(k) Plan

The H.W. Kaufman Financial Group 401(k) on its latest Form 5500

H.W. Kaufman Financial Group (EIN 38-1903339) reports H. W. KAUFMAN FINANCIAL GROUP RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $155.5M in plan assets across 1,440 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full H.W. Kaufman Financial Group filing — schedules, fees, and providers.

Who runs the H.W. Kaufman Financial Group 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your H.W. Kaufman Financial Group 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SIGMA FINANCIAL, RETIREMENT ADVANTAGE, MESIROW FINANCIAL INVESTMENT MANAGE, EVERNORTH CARE SOLUTIONS, MICHAEL MARK CICCHELLA.

How to check your H.W. Kaufman Financial Group 401(k)

• Log in to Empower’s participant portal (the site on your statements).
• Ask H.W. Kaufman Financial Group HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).