How big is Kovitz Investment Group Partners, LLC's plan?

Kovitz Investment Group Partners, LLC's plan reported $70.4M in assets and 390 participants for 2024.

Original filing (PDF)20250923101549NAL0006720112001

Kovitz Investment Group Partners, LLC

Name: Kovitz Investment Group Partners, LLC — Kovitz Inves, Form 5500 (2024)
Creator: Kovitz Investment Group Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kovitz Investment Group Partners, LLC Employees' Retirement Plan

401(k) retirement plan · Kovitz Investment Group Partners, LLC's Kovitz Investment Group Partners, LLC Employees' Retirement Plan held $70.4M in plan assets for 390 participants in 2024.

Signals · 1

No auditor on file

Active participants

390

Accounts w/ balance

431

Plan assets (EOY)

$70.4M

Net assets (EOY)

$70.4M

People on this filing

Robert Contreras signed Kovitz Investment Group Partners, LLC's 2024 Form 5500 as plan administrator.

Robert Contreras — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kovitz Investment Group Partners, LLC's EIN is 47-5657416.

EIN 47-5657416

Plan number 001

Plan year 2024

ACK ID 20250923101549NAL0006720112001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kovitz Investment Group Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kovitz Investment Group Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

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.

Finding similar companies…

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