Sponsor portfolio
KAUFMANN ADVISORS, INC.
EIN 26-2449264accountingLatest filing 2024
Plans
1
Retirement
1
$32K assets
Welfare
0
Participants
3
580 CALIFORNIA STREET, SUITE 1200 - SAN FRANCISCO, CA 94104415-746-9290kaufmannadvisors.comLinkedIn1-10 employeesaccounting
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KAUFMANN ADVISORS, INC. 401(K) PLAN | 401k | $32K | 3 | 2024 |
Retirement plans