How big is KKAJ, LLP's plan?

KKAJ, LLP's plan reported $8.0M in assets and 14 participants for 2024.

Original filing (PDF)20251014155530NAL0003331857003

KKAJ, LLP

Name: KKAJ, LLP — KKAJ, LLP 401(k) Profit Sharing Plan, Form 5500 (2024)
Creator: KKAJ, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KKAJ, LLP 401(k) Profit Sharing Plan

401(k) retirement plan · KKAJ, LLP's KKAJ, LLP 401(k) Profit Sharing Plan held $8.0M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.0M

Net assets (EOY)

$8.0M

People on this filing

Robert Jensen signed KKAJ, LLP's 2024 Form 5500 as plan administrator.

Robert Jensen — 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

KKAJ, LLP's EIN is 46-3462919.

EIN 46-3462919

Plan number 001

Plan year 2024

ACK ID 20251014155530NAL0003331857003

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

KKAJ, LLP'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 KKAJ, LLP.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Plan sponsor

Name

KKAJ, LLP

EIN

all filings

Address

27200 TOURNEY RD. · SUITE 475 · VALENCIA, CA · 91355

Phone

(661) 705-4222

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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