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Original filing (PDF)20250915085247NAL0000603635001
KOVITZ SHIFRIN NESBIT, A PROFESSIONAL CORPORATION
Form 5500-SF
FILING_RECEIVED
KOVITZ SHIFRIN NESBIT 401(K) PLAN & TRUST
401(k) retirement plan
Active participants
111
Accounts w/ balance
126
Plan assets (EOY)
$13.5M
Net assets (EOY)
$13.5M
Plan health score (directional)
86
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KOVITZ SHIFRIN NESBIT, A PROFESSIONAL CORPORATION.
Plan sponsor
Name
KOVITZ SHIFRIN NESBIT, A PROFESSIONAL CORPORATION
EIN
36-3228475
Address
ONE OVERLOOK POINT · SUITE 590 · LINCOLNSHIRE, IL · 60069
Phone
(847) 537-0500
Industry
Law Offices· Professional & Technical Servicessee 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
2025-09-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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