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Original filing (PDF)20251006163636NAL0002046515001
KAUFFMAN ENGINEERING, LLC
Form 5500
FILING_RECEIVED
KAUFFMAN ENGINEERING 401(K) EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Active participants
339
Accounts w/ balance
208
Plan assets (EOY)
$9.5M
Net assets (EOY)
$9.5M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 61% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (5 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KAUFFMAN ENGINEERING, LLC.
Plan sponsor
Name
KAUFFMAN ENGINEERING, LLC
EIN
35-1291165
Address
595 BOND ST · LINCOLNSHIRE, IL · 60069
Phone
(765) 482-5640
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
Investments
28 direct securities· $9.5M(100% of reported assets)
Uncategorized
$9.1M
27 holdings
Mutual Funds
$400K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2025 Fund 87,464 shares | — | — | $87K | $1.2M | 12.6% | |
| Fidelity Freedom 2030 Fund 65,229 shares | — | — | $65K | $1.1M | 12.1% | |
| Fidelity 500 Index - Advantage Class 5,537 shares | — | — | $6K | $1.1M | 12.0% | |
| Manning & Napier Pro Blend Maximum Term - Series Class S 27,364 shares | — | — | $27K | $687K | 7.3% | |
| Columbia Dividend Income Fund Class A 29,188 shares | — | — | $29K | $614K | 6.5% | |
| Fidelity Freedom 2020 Fund 38,705 shares | — | — | $39K | $556K | 5.9% | |
| Fidelity Freedom 2040 Fund 46,623 shares | — | — | $47K | $539K | 5.7% | |
| Fidelity Freedom 2035 Fund 29,338 shares | — | — | $29K | $459K | 4.9% | |
| s *Fidelity Management Trust Company Fidelity Contrafund 12,107 shares | Mutual Funds | — | $12K | $400K | 4.2% | |
| Fidelity International Index Fund 6,614 shares | — | — | $7K | $314K | 3.3% | |
| Money Market Fund *Fidelity Management Trust Company Fidelity Government Money Market Fund 309,315 shares | — | — | $309K | $309K | 3.3% | |
| Fidelity Freedom 2045 Fund 22,381 shares | — | — | $22K | $301K | 3.2% | |
| Baird Core Plus Bond Fund Class Investor 24,071 shares | — | — | $24K | $253K | 2.7% | |
| Fidelity Small Cap Value Fund 9,962 shares | — | — | $10K | $203K | 2.1% | |
| Fidelity Freedom 2055 Fund 11,720 shares | — | — | $12K | $185K | 2.0% | |
| Fidelity Extended Market Index Fund - Advantage Class 1,892 shares | — | — | $2K | $172K | 1.8% | |
| Fidelity Freedom 2050 Fund 12,217 shares | — | — | $12K | $167K | 1.8% | |
| Virtus Ceredex Mid-Cap Value Equity I 3,261 shares | — | — | $3K | $156K | 1.6% | |
| Janus Henderson Enterprise Fund Class T 859 shares | — | — | — | $120K | 1.3% | |
| Invesco Developing Markets Fund - Class Y 2,800 shares | — | — | $3K | $107K | 1.1% | |
| Fidelity Freedom 2015 Fund 8,014 shares | — | — | $8K | $91K | 1.0% | |
| Fidelity Freedom 2010 Fund 6,189 shares | — | — | $6K | $86K | 0.9% | |
| Fidelity Freedom 2060 Fund 5,525 shares | — | — | $6K | $80K | 0.8% | |
| Fidelity Freedom Income Fund 5,876 shares | — | — | $6K | $62K | 0.7% | |
| Glenmede Small Cap Equity Advanced Fund 1,510 shares | — | — | $2K | $49K | 0.5% | |
| Fidelity Short Term Treasury Bond Index - Advantage Class 2,938 shares | — | — | $3K | $30K | 0.3% | |
| Fidelity Strategic Income 2,291 shares | — | — | $2K | $27K | 0.3% | |
| Fidelity Freedom 2065 Fund 1,542 shares | — | — | $2K | $20K | 0.2% |
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