Original filing (PDF)20250607144333NAL0009723667001

LAW OFFICES OF W.M.A. KOSMALA. APC

Name: LAW OFFICES OF W.M.A. KOSMALA. APC — LAW OFFICES OF W.M.A. KOSMALA, APC 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: LAW OFFICES OF W.M.A. KOSMALA. APC

Form 5500-SF

FILING_RECEIVED

LAW OFFICES OF W.M.A. KOSMALA, APC 401(K) PLAN AND TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAW OFFICES OF W.M.A. KOSMALA. APC.

Plan sponsor

Name

LAW OFFICES OF W.M.A. KOSMALA. APC

EIN

33-0737114

Address

2512 CALLE JADE · SAN CLEMENTE, CA · 926733905

Phone

(714) 540-3600

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator