Kaizen Financial Advisors LLC (EIN 27-3643202) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $2.4M in plan assets and 8 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Kaizen Financial Advisors Cash Balance Pension Plan | 002 | 4 | $1.9M |
| Kaizen Financial Advisors 401(k) Plan | 001 | 4 | $556K |
27-3643202 is the Employer Identification Number (EIN) Kaizen Financial Advisors LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Washington EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
