Kaufman Rossin 401(k) Plan
Sponsored by Kaufman, Rossin & Co., P.A. · EIN 591818353 · Plan #002
- Total assets
- $91.8M
- Net assets
- $91.8M
- Active participants
- 570
- With balances
- 663
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Buckingham Strategic Partners | Investment advisory (participants), Investment management fees (direct) | $110,778 |
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $91,788 |
| Matrix Trust Company | Custodial (other), Custodial (securities), Trustee (institutional) | $0 |