How big is KAL Software, Inc.'s plan?

KAL Software, Inc.'s plan reported $1.5M in assets and 9 participants for 2024.

Original filing (PDF)20250605051300NAL0011306225001

KAL Software, Inc.

Name: KAL Software, Inc. — KAL 401(k) Plan, Form 5500 (2024)
Creator: KAL Software, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KAL 401(k) Plan

401(k) retirement plan · KAL Software, Inc.'s KAL 401(k) Plan held $1.5M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Helen Jones signed KAL Software, Inc.'s 2024 Form 5500 as plan administrator.

Helen Jones — 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

KAL Software, Inc.'s EIN is 26-2409468.

EIN 26-2409468

Plan number 001

Plan year 2024

ACK ID 20250605051300NAL0011306225001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KAL Software, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KAL Software, Inc.'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 KAL SOFTWARE, INC..

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

KAL SOFTWARE, INC.

EIN

all filings

Address

4412 CARVER WOODS DRIVE · SUITE 105 · CINCINNATI, OH · 45242

Phone

(513) 864-8960

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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