# Kauffman Engineering, LLC 401(k) Plan
Source: https://planprovider.pro/companies/kauffman-engineering-llc-401k-plan

> Kauffman Engineering, LLC's 401(k) plan: 339 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kauffman Engineering, LLC

- **Sponsor EIN:** 351291165

- **Sponsor Address:** 595 BOND ST, LINCOLNSHIRE, IL, 60069

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

- **Total Participants:** 339

- **Total Assets:** $9.5M

## 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|339|$9.5M|$105,450|$455,400|

| 2023|276|$8.6M|$167,670|$545,163|

| 2022|614|$8.7M|$128,218|$640,283|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$5,159|—|$5,159|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,159

- **Estimated Expense Ratio:** 0.055% of plan assets

### 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|$8,289|$3,130|—|—|—|

| 2023|$9,591|$3,231|—|—|—|

| 2022|$11,697|$3,579|—|—|—|

## Similar Plans

- [Watchfire Signs LLC](https://planprovider.pro/companies/watchfire-signs-llc-401k-plan-001) — 343 participants

- [Domino Amjet, INC.](https://planprovider.pro/companies/domino-amjet-inc-401k-plan) — 321 participants

- [Julian Electric INC](https://planprovider.pro/companies/julian-electric-inc-401k-plan) — 367 participants

- [Schneider Electric Holdings, INC.](https://planprovider.pro/companies/schneider-electric-holdings-inc-plan-004) — 371 participants

- [Methode Electronics, INC.](https://planprovider.pro/companies/methode-electronics-inc-plan-002) — 378 participants

- [Ideal Industries, INC.](https://planprovider.pro/companies/ideal-industries-inc-plan-002) — 449 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kauffman-engineering-llc-401k-plan)

© 2026 PlanProvider.Pro