How big is KOA Capital Partners, LLC's plan?

KOA Capital Partners, LLC's plan reported $1.5M in assets and 2 participants for 2024.

Original filing (PDF)20251014182407NAL0003560529001

KOA Capital Partners, LLC

Name: KOA Capital Partners, LLC — KOA Capital Partners, Form 5500 (2024)
Creator: KOA Capital Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KOA Capital Partners, LLC 401(k) Plan

401(k) retirement plan · KOA Capital Partners, LLC's KOA Capital Partners, LLC 401(k) Plan held $1.5M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Dustin Sellers signed KOA Capital Partners, LLC's 2024 Form 5500 as plan administrator.

Dustin Sellers — 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

KOA Capital Partners, LLC's EIN is 47-2067061.

EIN 47-2067061

Plan number 001

Plan year 2024

ACK ID 20251014182407NAL0003560529001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KOA Capital Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KOA Capital Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 KOA CAPITAL PARTNERS, 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