How big is Shree Balaji Kokomo, LLC's plan?

Shree Balaji Kokomo, LLC's plan reported $1.0M in assets and 47 participants for 2025.

Original filing (PDF)20260331125257NAL0000026800001

Shree Balaji Kokomo, LLC

Name: Shree Balaji Kokomo, LLC — Soupley's Wine & Spirits, Form 5500 (2025)
Creator: Shree Balaji Kokomo, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Soupley's Wine & Spirits 401(k) Plan

401(k) retirement plan · Shree Balaji Kokomo, LLC's Soupley's Wine & Spirits 401(k) Plan held $1.0M in plan assets for 47 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Debbie Achor signed Shree Balaji Kokomo, LLC's 2025 Form 5500 as plan administrator.

Debbie Achor — 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

Shree Balaji Kokomo, LLC's EIN is 35-1407467.

EIN 35-1407467

Plan number 001

Plan year 2025

ACK ID 20260331125257NAL0000026800001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Shree Balaji Kokomo, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Shree Balaji Kokomo, 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 SHREE BALAJI KOKOMO, 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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off