Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KAUFFMAN AND ASSOCIATES, PC
EIN 68-0345760law practiceLatest filing 2025
Plans
2
Retirement
2
$10.5M assets
Welfare
0
Participants
12
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.5M assets / 12 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
KAUFFMAN & ASSOCIATES, PC CASH BALANCE PENSION PLAN
CashBalance
Assets$5.4M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KAUFFMAN & ASSOCIATES, PC 401(K) PROFIT SHARING PLAN
401k
Assets$5.1M
Participants5
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 | KAUFFMAN & ASSOCIATES, PC CASH BALANCE PENSION PLAN | CashBalance | $5.4M | 7 | 2025 | |
| 001 | KAUFFMAN & ASSOCIATES, PC 401(K) PROFIT SHARING PLAN | 401k | $5.1M | 5 | 2025 |
Retirement plans