Kaufman, Hall & Associates, Llc 401(k) Plan: Login, Facts & Contact Information

Kaufman, Hall & Associates, Llc 401(k) Plan Facts

Plan name
KAUFMAN, HALL & ASSOCIATES, LLC RETIREMENT PLAN AND TRUST
Plan type
401(k) and profit sharing
Plan sponsor
KAUFMAN, HALL & ASSOCIATES, LLC
Participants
724 (584 active employees)
Former employees with a balance
193
Plan assets
$165,381,125 at Dec 31, 2024
Average account balance
$221,988 across 745 accounts
Employer contributions
$6,391,092 in plan year 2024 (32% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Apr 1, 1985
— Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $19.9 million went into the plan in contributions, $6.39 million of it from the employer (32%).
  • $26.5 million was paid out to participants.
  • Investment and other income added $23.4 million.
  • Administrative expenses were $49,950, about $67 per account.

How the Kaufman, Hall & Associates, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019604$122.4 million$4.70 million$10.0 million
2020659$105.9 million$2.23 million$47.6 million
2021424$118.2 million$2.28 million$11.4 million
2022433$106.5 million$3.39 million$9.26 million
2023664$148.7 million$5.98 million$6.71 million
2024724$165.4 million$6.39 million$26.5 million

Kaufman, Hall & Associates, Llc 401(k) Contact Information

Phone
847-441-8780
Mailing address
5215 OLD ORCHARD ROAD SUITE 800, SKOKIE IL 60077
Plan sponsor
KAUFMAN, HALL & ASSOCIATES, LLC
Employer identification number (EIN)
47-2564584
Plan number
002

Questions about the Kaufman, Hall & Associates, Llc 401(k)

Does Kaufman, Hall & Associates, Llc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $6.39 million in employer contributions for plan year 2024.

Does the Kaufman, Hall & Associates, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Kaufman, Hall & Associates, Llc 401(k) plan?

724 participants at the start of plan year 2024, 584 of them active employees, and 193 former employees who still had money in the plan.

What is the average 401(k) balance at Kaufman, Hall & Associates, Llc?

About $221,988 per account: $165.4 million in plan assets across 745 accounts with a balance at the end of plan year 2024.

Who manages the Kaufman, Hall & Associates, Llc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Kaufman, Hall & Associates, Llc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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