KAUFMAN, ROSSIN & CO., P.A. 401(k) Plan
What public Form 5500 filings show about the KAUFMAN, ROSSIN & CO., P.A. 401(k) plan — and how to find and check your own account.
The KAUFMAN, ROSSIN & CO., P.A. 401(k) on its latest Form 5500
KAUFMAN, ROSSIN & CO., P.A. (EIN 59-1818353) reports KAUFMAN ROSSIN 401(K) PLAN on its most recent Form 5500, with $91.8M in plan assets across 570 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 KAUFMAN, ROSSIN & CO., P.A. filing — schedules, fees, and providers.
Who runs the KAUFMAN, ROSSIN & CO., P.A. 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 OneAmerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your KAUFMAN, ROSSIN & CO., P.A. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MATRIX TRUST, BUCKINGHAM STRATEGIC PARTNERS.
How to check your KAUFMAN, ROSSIN & CO., P.A. 401(k)
- Log in to OneAmerica’s participant portal (the site on your statements).
- Ask KAUFMAN, ROSSIN & CO., P.A. 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).
