How big is Kevala Inc.'s plan?

Kevala Inc.'s plan reported $2.6M in assets and 69 participants for 2024.

Original filing (PDF)20250721173146NAL0002373536001

Kevala Inc.

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

Form 5500-SF

FILING_RECEIVED

Kevala Inc. 401(k) Plan

401(k) retirement plan · Kevala Inc.'s Kevala Inc. 401(k) Plan held $2.6M in plan assets for 69 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Cassandra Quaintance signed Kevala Inc.'s 2024 Form 5500 as plan administrator.

Cassandra Quaintance — 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

Kevala Inc.'s EIN is 47-2259572.

EIN 47-2259572

Plan number 001

Plan year 2024

ACK ID 20250721173146NAL0002373536001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Kevala Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

KEVALA INC.

EIN

all filings

Address

550 CALIFORNIA STREET · SAN FRANCISCO, CA · 94104

Phone

(415) 712-7829

Industry

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

2025-07-21

Pension benefit codes

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)

3D · Pre-approved plan (master / prototype / VS)

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

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