How big is KOA Partners LLC's plan?

KOA Partners LLC's plan reported $396K in assets and 4 participants for 2024.

Original filing (PDF)20250730134447NAL0005709296001

KOA Partners LLC

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

Form 5500-SF

FILING_RECEIVED

KOA Partners LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · KOA Partners LLC's KOA Partners LLC 401(k) Profit Sharing Plan & Trust held $396K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$396K

Net assets (EOY)

$396K

People on this filing

Gary Ellis signed KOA Partners LLC's 2024 Form 5500 as plan administrator.

Gary Ellis — 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

KOA Partners LLC's EIN is 37-1787215.

EIN 37-1787215

Plan number 001

Plan year 2024

ACK ID 20250730134447NAL0005709296001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

KOA Partners 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 KOA PARTNERS LLC.

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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

Knocking points off