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 35% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
n/a
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KOONS & KOONS CPA, INC..
Plan sponsor
Name
KOONS & KOONS CPA, INC.
EIN
20-3586814
Address
501 W BRISTOL STREET · ELKHART, IN · 46514
Phone
(574) 343-2859
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Name
BRETT HULSE
EIN
83-6614110
City
INDIANAPOLIS, IN
Phone
(317) 264-3110
Plan characteristics
Plan number
502
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-09-30
Filed
2025-04-28
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
