How big is Kolter Consulting Services, LLC's plan?

Kolter Consulting Services, LLC's plan reported $1.1M in assets and 110 participants for 2023.

Original filing (PDF)20240610080525NAL0014364963001

Kolter Consulting Services, LLC

Name: Kolter Consulting Services, LLC — Kolter Consulting, Form 5500 (2023)
Creator: Kolter Consulting Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kolter Consulting Services, LLC 401(k) Profit Sharing Plan and T

401(k) retirement plan · Kolter Consulting Services, LLC's Kolter Consulting Services, LLC 401(k) Profit Sharing Plan and T held $1.1M in plan assets for 110 participants in 2023.

Active participants

110

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

TARA Evans signed Kolter Consulting Services, LLC's 2023 Form 5500 as plan administrator.

TARA Evans — 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

Kolter Consulting Services, LLC's EIN is 27-2799138.

EIN 27-2799138

Plan number 001

Plan year 2023

ACK ID 20240610080525NAL0014364963001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Kolter Consulting Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Kolter Consulting Services, LLC'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 KOLTER CONSULTING SERVICES, LLC.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score