Original filing (PDF)20250902074358NAL0029004322001

STEVE KAUFMAN & ASSOCIATES, INC.

Name: STEVE KAUFMAN & ASSOCIATES, INC. — STEVE KAUFMAN & ASSOCIATES, INC. 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: STEVE KAUFMAN & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

STEVE KAUFMAN & ASSOCIATES, INC. 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEVE KAUFMAN & ASSOCIATES, INC..

Plan sponsor

Name

STEVE KAUFMAN & ASSOCIATES, INC.

EIN

39-1681745

Address

1405 TIERNEY DRIVE · WAUNAKEE, WI · 53597

Phone

(608) 849-6650

Industry

Wholesale Tradesee 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

2025-09-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

NWS ACQUISITION, LLC.

NORTHERN WHOLESALE SUPPLY, LLC 401(K) RETIREMENT PLAN

$5.1M · 122 participants

GORDINI USA, INC.

GORDINI USA, INC. 401(K) & PROFIT SHARING PLAN

$5.0M · 140 participants

RAD POWER BIKES, LLC

RAD POWER BIKES 401(K) PLAN

$5.1M · 141 participants

KELYE B. STITES, INC.

KELYE B. STITES, INC. 401(K) AND PROFIT SHARING PLAN

$4.9M · 98 participants

GB II CORPORATION

COLUMBIA RIVER KNIFE AND TOOL COMPANY 401(K) RETIREMENT PLAN