How big is Koelis Inc.'s plan?

Koelis Inc.'s plan reported $1.1M in assets and 18 participants for 2024.

Original filing (PDF)20250421101004NAL0006198994001

Koelis Inc.

Name: Koelis Inc. — Koelis Inc. 401(k) Profit Sharing Plan, Form 5500 (2024)
Creator: Koelis Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Koelis Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Koelis Inc.'s Koelis Inc. 401(k) Profit Sharing Plan & Trust held $1.1M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Phyllis Rosenfield signed Koelis Inc.'s 2024 Form 5500 as plan administrator.

Phyllis Rosenfield — 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

Koelis Inc.'s EIN is 36-4803107.

EIN 36-4803107

Plan number 001

Plan year 2024

ACK ID 20250421101004NAL0006198994001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Koelis Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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