Original filing (PDF)20250923101549NAL0006720112001

KOVITZ INVESTMENT GROUP PARTNERS, LLC

Name: KOVITZ INVESTMENT GROUP PARTNERS, LLC — KOVITZ INVESTMENT GROUP PARTNERS, LLC EMPLOYEES' RETIREMENT PLAN, Form 5500 (2024)
Creator: KOVITZ INVESTMENT GROUP PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

KOVITZ INVESTMENT GROUP PARTNERS, LLC EMPLOYEES' RETIREMENT PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

390

Accounts w/ balance

431

Plan assets (EOY)

$70.4M

Net assets (EOY)

$70.4M

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KOVITZ INVESTMENT GROUP PARTNERS, LLC.

Plan sponsor

Name

KOVITZ INVESTMENT GROUP PARTNERS, LLC

EIN

47-5657416

Address

71 SOUTH WACKER DRIVE · SUITE 1860 · CHICAGO, IL · 60606

Phone

(312) 334-7300

Industry

Finance & Insurancesee all

Plan administrator