P. Kaufmann Employees' 401(k) Profit Sharing Trust
Sponsored by P. Kaufmann, Inc. · EIN 135669968 · Plan #002
- Total assets
- $76.1M
- Net assets
- $76.1M
- Active participants
- 149
- With balances
- 230
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Advisors Llc | Investment advisory (participants) | $35,360 |
| Rsm Us Llp | Other fees | $26,652 |
| Morningstar | Investment advisory (plan) | $0 |