How big is AKJ Investments' plan?

AKJ Investments' plan reported $926K in assets and 3 participants for 2024.

Original filing (PDF)20251002060942NAL0000228880001

AKJ Investments

Name: AKJ Investments — AKJ Investments 401(k) Plan, Form 5500 (2024)
Creator: AKJ Investments
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AKJ Investments 401(k) Plan

401(k) retirement plan · AKJ Investments' AKJ Investments 401(k) Plan held $926K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$926K

Net assets (EOY)

$926K

People on this filing

Bhavana Vaswani signed AKJ Investments' 2024 Form 5500 as plan administrator.

Bhavana Vaswani — 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

AKJ Investments' EIN is 46-1397009.

EIN 46-1397009

Plan number 001

Plan year 2024

ACK ID 20251002060942NAL0000228880001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

AKJ Investments' plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AKJ INVESTMENTS.

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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