Plan Snapshot
- Plan Sponsor: P. Kaufmann, INC.
- Sponsor EIN: 135669968
- Sponsor Address: 3 PARK AVENUE - 35TH FLOOR, NEW YORK, NY, 10016
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $76.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 149 | $76.1M | $512,922 | $1.4M |
| 2023 | 141 | $67.8M | $500,000 | $1.3M |
| 2022 | 146 | $60.5M | $1,624 | $1.3M |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
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 | $194,224 | $194,224 | — | — | — |
| 2023 | $110,013 | $110,013 | — | — | — |
| 2022 | $85,684 | $85,684 | — | — | — |