Original filing (PDF)20250707154106NAL0005539088001

KOMOS FINANCIAL SERVICES INC

Name: KOMOS FINANCIAL SERVICES INC — KOMOS FINANCIAL SERVICES INC. SOLO 401K PLAN, Form 5500 (2024)
Creator: KOMOS FINANCIAL SERVICES INC

Form 5500-SF

FILING_RECEIVED

KOMOS FINANCIAL SERVICES INC. SOLO 401K PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$272K

Net assets (EOY)

$272K

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 (98th percentile).

Decision-maker contacts

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

Plan sponsor

Name

KOMOS FINANCIAL SERVICES INC

EIN

37-1473862all filings

Address

6100 S GREENPARK DR · HOUSTON, TX · 770721049

Phone

(281) 561-6824

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

401

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-07

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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