How big is Koala and Associates LLC's plan?

Koala and Associates LLC's plan reported $733K in assets and 24 participants for 2024.

Original filing (PDF)20251014135616NAL0001497779002

Koala and Associates LLC

Name: Koala and Associates LLC — Iidsm & Koala Retirement, Form 5500 (2024)
Creator: Koala and Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Iidsm & Koala Retirement Plan

401(k) retirement plan · Koala and Associates LLC's Iidsm & Koala Retirement Plan held $733K in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$733K

Net assets (EOY)

$733K

People on this filing

Rodney Willey signed Koala and Associates LLC's 2024 Form 5500 as plan administrator.

Rodney Willey — 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

Koala and Associates LLC's EIN is 45-5261308.

EIN 45-5261308

Plan number 001

Plan year 2024

ACK ID 20251014135616NAL0001497779002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Koala and Associates 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 KOALA AND ASSOCIATES LLC.

Finding similar companies…

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

KOALA AND ASSOCIATES LLC

EIN

all filings

Address

11825 N STATE ROUTE 40 · DUNLAP, IL · 61525

Phone

(309) 243-8980

Industry

Outpatient Care Centers· Health Care & Social Assistance

Plan administrator