How big is Kaleo Marketing LLC's plan?

Kaleo Marketing LLC's plan reported $91K in assets and 31 participants for 2024.

Original filing (PDF)20251107172034NAL0001039313001

Kaleo Marketing LLC

Name: Kaleo Marketing LLC — Kaleo Marketing LLC 401(k), Form 5500 (2024)
Creator: Kaleo Marketing LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kaleo Marketing LLC 401(k)

401(k) retirement plan · Kaleo Marketing LLC's Kaleo Marketing LLC 401(k) held $91K in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$91K

Net assets (EOY)

$91K

People on this filing

Nicholas Holden signed Kaleo Marketing LLC's 2024 Form 5500 as plan administrator.

Nicholas Holden — 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

Kaleo Marketing LLC's EIN is 27-0938356.

EIN 27-0938356

Plan number 001

Plan year 2024

ACK ID 20251107172034NAL0001039313001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kaleo Marketing LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kaleo Marketing LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KALEO MARKETING LLC.

Finding similar companies…

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