Plan Snapshot
- Plan Sponsor: Kaufman, Hall & Associates, LLC
- Sponsor EIN: 472564584
- Sponsor Address: 5215 OLD ORCHARD ROAD, SKOKIE, IL, 60077
- Plan Type: DC
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 584 | $165.4M | $6.4M | $10.9M |
| 2023 | 532 | $148.7M | $6.0M | $8.0M |
| 2022 | 474 | $106.5M | $3.4M | $4.7M |
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 | $42,341 | — | $42,341 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $7,609 | — | $7,609 |
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,950
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 |
|---|---|---|---|---|---|
| 2025 | $21,099 | $2,809 | — | — | — |
| 2024 | $49,950 | $7,609 | — | — | — |
| 2023 | $60,357 | $5,206 | — | — | — |
| 2022 | $48,561 | $3,783 | — | — | — |