How big is Clifton and Kaufman Holdings LLC's plan?

Clifton and Kaufman Holdings LLC's plan reported $15K in assets and 6 participants for 2025.

Original filing (PDF)20260424221132NAL0006478369006

Clifton and Kaufman Holdings LLC

Name: Clifton and Kaufman Holdings LLC — Okkem Design, Form 5500 (2025)
Creator: Clifton and Kaufman Holdings LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Okkem Design 401(k) Plan

401(k) retirement plan · Clifton and Kaufman Holdings LLC's Okkem Design 401(k) Plan held $15K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15K

Net assets (EOY)

$15K

People on this filing

Elantha Barry signed Clifton and Kaufman Holdings LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Clifton and Kaufman Holdings LLC's EIN is 82-2929317.

EIN 82-2929317

Plan number 001

Plan year 2025

ACK ID 20260424221132NAL0006478369006

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Clifton and Kaufman Holdings LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Clifton and Kaufman Holdings LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLIFTON AND KAUFMAN HOLDINGS LLC.

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Plan health score

Above-average plan

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score