How big is Kalani Consulting, Inc.'s plan?

Kalani Consulting, Inc.'s plan reported $1.0M in assets and 36 participants for 2024.

Original filing (PDF)20250718102047NAL0002559074001

Kalani Consulting, Inc.

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

Form 5500-SF

FILING_RECEIVED

Kalani Consulting 401(k) Plan

401(k) retirement plan · Kalani Consulting, Inc.'s Kalani Consulting 401(k) Plan held $1.0M in plan assets for 36 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Marcus Bowie signed Kalani Consulting, Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Kalani Consulting, Inc.'s EIN is 27-0491243.

EIN 27-0491243

Plan number 001

Plan year 2024

ACK ID 20250718102047NAL0002559074001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Kalani Consulting, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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