Original filing (PDF)20251006105912NAL0003304369001

NATHAN KAUFMAN ACCOUNTANTS AND ADVISORS, LLC

Name: NATHAN KAUFMAN ACCOUNTANTS AND ADVISORS, LLC — NATHAN KAUFMAN ACCOUNTANTS AND ADVISORS, LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: NATHAN KAUFMAN ACCOUNTANTS AND ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

NATHAN KAUFMAN ACCOUNTANTS AND ADVISORS, LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$801K

Net assets (EOY)

$801K

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

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 (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NATHAN KAUFMAN ACCOUNTANTS AND ADVISORS, LLC.

Plan sponsor

Name

NATHAN KAUFMAN ACCOUNTANTS AND ADVISORS, LLC

EIN

26-2953282all filings

Address

200 FISHER DRIVE · AVON, CT · 06001

Phone

(860) 677-5001

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator