KAUFMAN, HALL & ASSOCIATES, LLC RETIREMENT PLAN AND TRUST

[ EIN: 47-2564584 | Plan No. 002 ]

The KAUFMAN, HALL & ASSOCIATES, LLC RETIREMENT PLAN AND TRUST plan, sponsored by KAUFMAN, HALL & ASSOCIATES, LLC, is listed in Form 5500 data as a 401(k) plan. The filing reports 724 participants and total assets of $148,733,240 for plan year 2023.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

---

Plan Sponsor: KAUFMAN, HALL & ASSOCIATES, LLC

Location: 5215 OLD ORCHARD ROAD, SKOKIE, IL 60077

EIN: 472564584

Plan Number: 002

Plan Year: 2023

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 724

Total Assets: $148,733,240

---