How big is Koele Investment Group's plan?

Koele Investment Group's plan reported $2.4M in assets and 9 participants for 2025.

Original filing (PDF)20260208133014NAL0000148640001

Koele Investment Group

Name: Koele Investment Group — Koele Investment Group, Form 5500 (2025)
Creator: Koele Investment Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Koele Investment Group 401(k) Plan

401(k) retirement plan · Koele Investment Group's Koele Investment Group 401(k) Plan held $2.4M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Carey Koele signed Koele Investment Group's 2025 Form 5500 as plan administrator.

Carey Koele — 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

Koele Investment Group's EIN is 37-1453699.

EIN 37-1453699

Plan number 001

Plan year 2025

ACK ID 20260208133014NAL0000148640001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Koele Investment Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Koele Investment Group's plan includes profit-sharing, a 401(k) feature, 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 KOELE INVESTMENT GROUP.

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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