# H. W. Kaufman Financial Group,INC. 401(k) Plan
Source: https://planprovider.pro/companies/h-w-kaufman-financial-group-inc-381903339-501

> H. W. Kaufman Financial Group,INC.'s 401(k) plan: 1,409 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,INC.

- **Sponsor EIN:** 381903339

- **Sponsor Address:** 30833 NORTHWESTERN HWY SUITE 220, FARMINGTON HILLS, MI, 48334

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

- **Plan Number:** 501

- **Total Participants:** 1,409

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|1,409|$0|$0|$0|

| 2023|1,319|$0|$0|$0|

| 2022|1,315|$0|$0|$0|

## 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|

| EVERNORTH CARE SOLUTIONS, INC.|Recordkeeper|$42,559|—|$42,559|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $42,559

### 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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