Kaufman Engineered Systems, Inc. Profit Sharing And 401(k) Plan And Trust
Sponsored by Kaufman Engineered Systems, Inc. · EIN 344476817 · Plan #001
- Total assets
- $23.3M
- Net assets
- $23.3M
- Active participants
- 149
- With balances
- 175
Plan year beginning 10/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
| Envestnet Retirement Solutions, Llc CRD 171570 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth, Inc | Investment advisory (plan) | $41,201 |
| Empower Advisory Group, Llc | Investment management | $30,837 |
| Empower Annuity Insurance Company | Recordkeeping fees | $14,633 |
| Envestnet Retirement Solutions Llc | Investment advisory (plan) | $12,153 |
| Pension Innovations & Consulting | Contract administrator | $5,000 |