Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARC A. KAUFMAN & ASSOCIATES, P.A.
EIN 01-0687721law practiceLatest filing 2024
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
10
350 E. LAS OLAS BLVD., SUITE 970, SUITE 970 - FORT LAUDERDALE, FL 33301954-838-8880marcakaufmanlaw.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 10 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MARC A. KAUFMAN & ASSOCIATES, P.A. 401(K) PLAN
401k
Assets$1.9M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MARC A. KAUFMAN & ASSOCIATES, P.A. CASH BALANCE PLAN
CashBalance
Assets$669K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MARC A. KAUFMAN & ASSOCIATES, P.A. 401(K) PLAN | 401k | $1.9M | 6 | 2024 | |
| 003 | MARC A. KAUFMAN & ASSOCIATES, P.A. CASH BALANCE PLAN | CashBalance | $669K | 4 | 2024 |
Retirement plans