How big is Kaufmann Advisors, Inc.'s plan?

Kaufmann Advisors, Inc.'s plan reported $32K in assets and 3 participants for 2024.

Original filing (PDF)20250218215023NAL0003438977001

Kaufmann Advisors, Inc.

Name: Kaufmann Advisors, Inc. — Kaufmann Advisors, Inc., Form 5500 (2024)
Creator: Kaufmann Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kaufmann Advisors, Inc. 401(k) Plan

401(k) retirement plan · Kaufmann Advisors, Inc.'s Kaufmann Advisors, Inc. 401(k) Plan held $32K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$32K

Net assets (EOY)

$32K

People on this filing

Brian McCormick for TRPC signed Kaufmann Advisors, Inc.'s 2024 Form 5500 as plan administrator.

Brian McCormick for TRPC — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kaufmann Advisors, Inc.'s EIN is 26-2449264.

EIN 26-2449264

Plan number 001

Plan year 2024

ACK ID 20250218215023NAL0003438977001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kaufmann Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kaufmann Advisors, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KAUFMANN ADVISORS, INC..

Finding similar companies…

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score