How big is Kotis Design, LLC's plan?

Kotis Design, LLC's plan reported $8.0M in assets and 109 participants for 2024.

Original filing (PDF)20251003132926NAL0002377008001

Kotis Design, LLC

Name: Kotis Design, LLC — Kotis Design, LLC. 401(k), Form 5500 (2024)
Creator: Kotis Design, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Kotis Design, LLC. 401(k) Retirement Savings Plan

401(k) retirement plan · Kotis Design, LLC's Kotis Design, LLC. 401(k) Retirement Savings Plan held $8.0M in plan assets for 109 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

109

Accounts w/ balance

182

Plan assets (EOY)

$8.0M

Net assets (EOY)

$8.0M

People on this filing

JEFF Becker signed Kotis Design, LLC's 2024 Form 5500 as plan administrator.

JEFF Becker — 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

Kotis Design, LLC's EIN is 33-1071366.

EIN 33-1071366

Plan number 001

Plan year 2024

ACK ID 20251003132926NAL0002377008001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kotis Design, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kotis Design, LLC's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

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

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How this plan invests

This plan

21 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 26K (3% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

KOTIS DESIGN, LLC

EIN

all filings

Address

PO BOX 24003 · SEATTLE, WA · 98124

Phone

(206) 466-1809

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3F · Sponsor used leased employees

2E · Profit-sharing

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$18K	—

Investments

21 direct securities· $8.0M(100% of reported assets)

Mutual Funds

$5.3M

11 holdings

Common Collective Trusts

$2.8M

9 holdings

Other securities

$9K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.9M	23.8%
Fidelity Freedom Index 2050 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$1.5M	19.2%
Fidelity Freedom Index 2055 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$1.3M	16.2%
Fidelity Freedom Index 2045 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$1.2M	15.0%
Fidelity Freedom Index 2060 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$494K	6.2%
Fidelity Total Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$471K	5.9%
Fidelity Freedom Index 2030 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$245K	3.0%
Fidelity Freedom Index 2040 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$241K	3.0%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$144K	1.8%
Fidelity US Bond Index Mutual Fund	Mutual Funds	—	—	$121K	1.5%
Fidelity US Sustainability Index Fund Mutual Fund	Common Collective Trusts	—	—	$91K	1.1%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$66K	0.8%
Fidelity Freedom Index 2070 Fund Institutional Premium Class Mutual Fund 376 * Participant Loans to participants, bearing interest from 9% to 9.50%	Mutual Funds	—	—	$60K	0.8%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$41K	0.5%
Fidelity Freedom Index 2035 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$30K	0.4%
Fidelity Freedom Index Fund Institutional Premium Class Mutual Fund ** 423 * Fidelity Freedom Index 2020 Fund Institutional Premium Class Mutual Fund	Common Collective Trusts	—	—	$21K	0.3%
Fidelity Freedom Index 2065 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$18K	0.2%
Fidelity Freedom Index 2025 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$11K	0.1%
Gabelli UST MM AAA Mutual Fund	Other securities	—	—	$9K	0.1%
Fidelity Short-Term Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$7K	<0.1%
Fidelity Inflation Protection Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$3K	<0.1%