How big is Kaizen Financial Advisors LLC's plan?

Kaizen Financial Advisors LLC's plan reported $556K in assets and 4 participants for 2025.

Original filing (PDF)20260206161511NAL0005812113001

Kaizen Financial Advisors LLC

Name: Kaizen Financial Advisors LLC — Kaizen Financial, Form 5500 (2025)
Creator: Kaizen Financial Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kaizen Financial Advisors 401(k) Plan

401(k) retirement plan · Kaizen Financial Advisors LLC's Kaizen Financial Advisors 401(k) Plan held $556K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$556K

Net assets (EOY)

$556K

Plan identifiers

Kaizen Financial Advisors LLC's EIN is 27-3643202.

EIN 27-3643202

Plan number 001

Plan year 2025

ACK ID 20260206161511NAL0005812113001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kaizen Financial Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kaizen Financial Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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