How big is COST Management Services, LLC's plan?

COST Management Services, LLC's plan reported $487K in assets and 8 participants for 2024.

Original filing (PDF)20251201141820NAL0015684272001

COST Management Services, LLC

Name: COST Management Services, LLC — COST Management, Form 5500 (2024)
Creator: COST Management Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

COST Management Services, LLC 401(k) Plan

401(k) retirement plan · COST Management Services, LLC's COST Management Services, LLC 401(k) Plan held $487K in plan assets for 8 participants in 2024.

Signals · 1

Late filing · 0.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$487K

Net assets (EOY)

$487K

People on this filing

Brian Kelly signed COST Management Services, LLC's 2024 Form 5500 as plan administrator.

Brian Kelly — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

COST Management Services, LLC's EIN is 06-1481164.

EIN 06-1481164

Plan number 001

Plan year 2024

ACK ID 20251201141820NAL0015684272001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for COST Management Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

COST Management Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COST MANAGEMENT SERVICES, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off