How big is Kaizen Approach, Inc.'s plan?

Kaizen Approach, Inc.'s plan reported $6.1M in assets and 49 participants for 2024.

Original filing (PDF)20250923152115NAL0009388002001

Kaizen Approach, Inc.

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

Form 5500-SF

FILING_RECEIVED

Kaizen Approach, Inc.401(k) Profit Sharing Plan

401(k) retirement plan · Kaizen Approach, Inc.'s Kaizen Approach, Inc.401(k) Profit Sharing Plan held $6.1M in plan assets for 49 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

Plan identifiers

Kaizen Approach, Inc.'s EIN is 27-0828358.

EIN 27-0828358

Plan number 001

Plan year 2024

ACK ID 20250923152115NAL0009388002001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Kaizen Approach, 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

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 (92nd percentile).

Plan sponsor

Name

KAIZEN APPROACH, INC.

EIN

all filings

Address

7021 COLUMBIA GATEWAY DR. · SUITE 400 · COLUMBIA, MD · 21046

Phone

(855) 564-6842

Industry

Professional & Technical Services

Plan administrator