Original filing (PDF)20251208151147NAL0001843459001

KAUFMAN BORGEEST & RYAN LLP

Name: KAUFMAN BORGEEST & RYAN LLP — KB&R ASSOCIATES 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KAUFMAN BORGEEST & RYAN LLP

Form 5500-SF

FILING_RECEIVED

KB&R ASSOCIATES 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 0.7 mo

Active participants

Accounts w/ balance

116

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 0.7 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KAUFMAN BORGEEST & RYAN LLP.

Plan sponsor

Name

KAUFMAN BORGEEST & RYAN LLP

EIN

13-3951065

Address

875 THIRD AVENUE · NEW YORK, NY · 10022

Phone

(212) 980-9600

Industry