Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear

13 results

Sort:Relevance Latest filing year Largest assets Most participants Highest provider compensation

Filters:EIN 952465050 Clear all

Companies

companyRobert Kaufman Co., Inc.
$18.4Mreported plan assets
EIN: 95-2465050Location: CAPlans: 2Participants: 420Latest: 2023
View company financial profile →

Plans

planRobert Kaufman Co., Inc. Profit Sharing Safe Harbor 401(K) PlanFinancial statementProvider compensation2023 filing
$18.4Mreported assets (EOY)
Sponsor: Robert Kaufman Co., Inc.EIN: 95-2465050Plan: 002Participants: 219Assets: $18,436,098Net assets: $18.4MAssets / participant: $84.2KLocation: Los Angeles, CALatest: 2023
View financial statement →
planRobert Kaufman Co., Inc. Life And Ad&D And Long-Term Disability Plan2023 filing
Sponsor: Robert Kaufman Co., Inc.EIN: 95-2465050Plan: 510Participants: 201Assets: not reported in the loaded datasetLocation: Los Angeles, CALatest: 2023
View plan profile →

Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
View provider analytics →
providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
View provider analytics →
providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
View provider analytics →
providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
View provider analytics →
providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
View provider analytics →
providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
View provider analytics →
providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
View provider analytics →
providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
View provider analytics →

Filings

filing2023 Form 5500 — Robert Kaufman Co., Inc. Profit Sharing Safe Harbor 401(K) Plan
Sponsor: Robert Kaufman Co., Inc.EIN: 95-2465050Plan: 002Ack ID: 20241015194129NAL0029517729001
filing2023 Form 5500 — Robert Kaufman Co., Inc. Life And Ad&D And Long-Term Disability Plan
Sponsor: Robert Kaufman Co., Inc.EIN: 95-2465050Plan: 510Ack ID: 20241026072958NAL0000617715001