Original filing (PDF)20250708092200NAL0002138339001

Kaufman & Kaufman PC

Name: Kaufman & Kaufman PC — Kaufman & Kaufman 401(k) Plan, Form 5500 (2024)
Creator: Kaufman & Kaufman PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kaufman & Kaufman 401(k) Plan

401(k) retirement plan · Kaufman & Kaufman PC's Kaufman & Kaufman 401(k) Plan held $870K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$870K

Net assets (EOY)

$870K

Plan health score

Top-tier plan health

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

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

Plan sponsor

Name

KAUFMAN & KAUFMAN PC

EIN

84-4020599all filings

Address

7 CABINFIELD CIRCLE · LAKEWOOD, NJ · 08701

Phone

(732) 363-2979

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