How big is Kaufman Management Co., LLC's plan?

Kaufman Management Co., LLC's plan reported $3.8M in assets and 29 participants for 2024.

Original filing (PDF)20250929104050NAL0026511218001

Kaufman Management Co., LLC

Name: Kaufman Management Co., LLC — Kaufman Management, Form 5500 (2024)
Creator: Kaufman Management Co., LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kaufman Management Co., LLC 401(k) Savings Plan

401(k) retirement plan · Kaufman Management Co., LLC's Kaufman Management Co., LLC 401(k) Savings Plan held $3.8M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

James Moreno signed Kaufman Management Co., LLC's 2024 Form 5500 as plan administrator.

James Moreno — 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

Kaufman Management Co., LLC's EIN is 84-4031403.

EIN 84-4031403

Plan number 001

Plan year 2024

ACK ID 20250929104050NAL0026511218001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kaufman Management Co., LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kaufman Management Co., LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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