# H.W. Kaufman Financial Group 401(k) Plan
Source: https://planprovider.pro/companies/h-w-kaufman-financial-group-401k-plan

> H.W. Kaufman Financial Group's 401(k) plan: 1,440 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** H.W. Kaufman Financial Group

- **Sponsor EIN:** 381903339

- **Sponsor Address:** 30833 NORTHWESTERN HWY, FARMINGTON HILLS, MI, 48334

- **Plan Type:** 401(k)

- **Total Participants:** 1,440

- **Total Assets:** $155.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,440|$155.5M|$3.9M|$12.5M|

| 2023|1,397|$136.5M|$3.2M|$11.6M|

| 2022|1,514|$116.7M|$3.1M|$10.6M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| DERDERIAN, KANN, SEYFERTH & SALUCCI|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$385,684|—|$385,684|—|—|

| 2023|$258,644|—|$258,644|—|—|

| 2022|$131,975|—|$131,975|—|—|

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