H. W. Kaufman Financial Group Retirement Savings Plan
Sponsored by H.W. Kaufman Financial Group · EIN 381903339 · Plan #001
- Total assets
- $155M
- Net assets
- $155M
- Active participants
- 1,440
- With balances
- 1,833
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 |
|---|---|---|
| Mesirow Financial Investment Management, Inc. CRD 111135 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $21,035 |
| Mesirow Financial Investment Manage | Investment advisory (plan) | $1,878 |
| The Retirement Advantage Inc | Contract administrator | $515 |
| Michael,Mark,Cicchella | Other commissions | $0 |
| Sigma Financial Corporation | Other commissions | $0 |