How big is Kailua Venture Group's plan?

Kailua Venture Group's plan reported $276K in assets and 3 participants for 2024.

Original filing (PDF)20250718102042NAL0002558818001

Kailua Venture Group

Name: Kailua Venture Group — Kailua Venture Group 401(k), Form 5500 (2024)
Creator: Kailua Venture Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kailua Venture Group 401(k) Plan

401(k) retirement plan · Kailua Venture Group's Kailua Venture Group 401(k) Plan held $276K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$276K

Net assets (EOY)

$276K

People on this filing

Marcus Bowie signed Kailua Venture Group'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

Kailua Venture Group's EIN is 27-2602410.

EIN 27-2602410

Plan number 001

Plan year 2024

ACK ID 20250718102042NAL0002558818001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kailua Venture Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kailua Venture Group'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 KAILUA VENTURE GROUP.

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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