Original filing (PDF)20251013183731NAL0000903587001

KOKKA & BACKUS, PC

Name: KOKKA & BACKUS, PC — KOKKA & BACKUS, PC 401(K) PLAN, Form 5500 (2024)
Creator: KOKKA & BACKUS, PC

Form 5500-SF

FILING_RECEIVED

KOKKA & BACKUS, PC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$810K

Net assets (EOY)

$810K

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KOKKA & BACKUS, PC.

Plan sponsor

Name

KOKKA & BACKUS, PC

EIN

20-2671008all filings

Address

265 CAMBRIDGE AVE. · PO BOX 60280 · PALO ALTO, CA · 94306

Phone

(650) 566-9912

Industry