Plan Snapshot
- Plan Sponsor: Robert Kaufman Co., INC.
- Sponsor EIN: 952465050
- Sponsor Address: 129 WEST 132ND STREET, LOS ANGELES, CA, 90061
- Plan Type: 401(k)
- Total Participants: 146
- Total Assets: $14.8M
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 | 146 | $14.8M | $253,521 | $218,983 |
| 2023 | 167 | $18.4M | $0 | $258,968 |
| 2022 | 180 | $16.2M | $0 | $356,217 |
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 |
|---|---|---|---|---|
| FARBER HASS HURLEY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FARBER HASS HURLEY LLP — 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 | $72,110 | — | $72,110 | — | — |
| 2023 | $62,235 | — | $62,235 | — | — |
| 2022 | $124,783 | $40,082 | $75,521 | — | $9,180 |