How big is Kowal Investment Group, LLC's plan?

Kowal Investment Group, LLC's plan reported $3.6M in assets and 20 participants for 2024.

Original filing (PDF)20250930073812NAL0019014626001

Kowal Investment Group, LLC

Name: Kowal Investment Group, LLC — Kowal Investment, Form 5500 (2024)
Creator: Kowal Investment Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kowal Investment Group, LLC 401(k) Plan

401(k) retirement plan · Kowal Investment Group, LLC's Kowal Investment Group, LLC 401(k) Plan held $3.6M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

Kowal Investment Group, LLC's EIN is 39-1417342.

EIN 39-1417342

Plan number 001

Plan year 2024

ACK ID 20250930073812NAL0019014626001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kowal Investment Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kowal Investment Group, 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 KOWAL INVESTMENT GROUP, 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

Helping the score