Robert Kaufman Co., Inc. Profit Sharing Safe Harbor 401(k) Plan
Sponsored by Robert Kaufman Co., Inc. · EIN 952465050 · Plan #002
- Total assets
- $14.8M
- Net assets
- $14.8M
- Active participants
- 146
- With balances
- 167
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney | Investment advisory (plan) | $40,208 |
| Empower Annuity Insurance Company | Recordkeeping fees | $20,977 |
| Ascenus Holdings Inc Dba Futureplan | Contract administrator | $12,630 |
| Farber Haas Hurley Llp | Accounting | $8,350 |
| Empower Advisory Group, Llc | Investment management | $1,037 |