Original filing (PDF)20240610080525NAL0014364963001

KOLTER CONSULTING SERVICES, LLC

Name: KOLTER CONSULTING SERVICES, LLC — KOLTER CONSULTING SERVICES, LLC 401(K) PROFIT SHARING PLAN AND T, Form 5500 (2023)
Creator: KOLTER CONSULTING SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

KOLTER CONSULTING SERVICES, LLC 401(K) PROFIT SHARING PLAN AND T

401(k) retirement plan

Active participants

110

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KOLTER CONSULTING SERVICES, LLC.

Plan sponsor

Name

KOLTER CONSULTING SERVICES, LLC

EIN

27-2799138

Address

2500 MAITLAND CENTER PARKWAY · STE 300 · MAITLAND, FL · 32751

Phone

(561) 262-1816

Industry

Professional & Technical Servicessee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

62-1874769

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-10

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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