Kaufman, Rossin & Co., P.a. 401(k) Plan: Login, Facts & Contact Information
Kaufman, Rossin & Co., P.a. 401(k) Login
109 former Kaufman, Rossin & Co., P.a. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Kaufman, Rossin & Co., P.a. 401(k) Plan Facts
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
- $8.50 million went into the plan in contributions, $1.70 million of it from the employer (20%).
- $3.12 million was paid out to participants.
- Investment and other income added $11.1 million.
- Administrative expenses were $202,662, about $306 per account.
How the Kaufman, Rossin & Co., P.a. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 464 | $57.8 million | $838,980 | $5.60 million |
| 2020 | 487 | $64.4 million | $912,098 | $6.80 million |
| 2021 | 486 | $72.0 million | $1.16 million | $7.31 million |
| 2022 | 508 | $62.6 million | $1.25 million | $4.14 million |
| 2023 | 560 | $75.5 million | $1.50 million | $6.12 million |
| 2024 | 631 | $91.8 million | $1.70 million | $3.12 million |
Kaufman, Rossin & Co., P.a. 401(k) Contact Information
Questions about the Kaufman, Rossin & Co., P.a. 401(k)
Does Kaufman, Rossin & Co., P.a contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.70 million, 20% of all contributions.
Does the Kaufman, Rossin & Co., P.a 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Kaufman, Rossin & Co., P.a 401(k) plan?
631 participants at the start of plan year 2024, 570 of them active employees, and 109 former employees who still had money in the plan.
What is the average 401(k) balance at Kaufman, Rossin & Co., P.a?
About $138,522 per account: $91.8 million in plan assets across 663 accounts with a balance at the end of plan year 2024.
Who manages the Kaufman, Rossin & Co., P.a 401(k) accounts?
OneAmerica Financial (listed on the filing as ONEAMERICA RETIREMENT SERVICES LLC) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Kaufman, Rossin & Co., P.a. How do I access my 401(k)?
Your account stays with OneAmerica Financial 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.