How big is KOAN Health, LLC's plan?

KOAN Health, LLC's plan reported $1.5M in assets and 13 participants for 2025.

Original filing (PDF)20260422220129NAL0002212355012

KOAN Health, LLC

Name: KOAN Health, LLC — KOAN Health 401(k) Plan, Form 5500 (2025)
Creator: KOAN Health, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KOAN Health 401(k) Plan

401(k) retirement plan · KOAN Health, LLC's KOAN Health 401(k) Plan held $1.5M in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

KOAN Health, LLC's EIN is 45-4006387.

EIN 45-4006387

Plan number 001

Plan year 2025

ACK ID 20260422220129NAL0002212355012

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for KOAN Health, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

KOAN Health, LLC'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 KOAN HEALTH, 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