How big is Koffel Associates, Inc.'s plan?

Koffel Associates, Inc.'s plan reported $2.6M in assets and 10 participants for 2025.

Original filing (PDF)20260513050739NAL0009221536001

Koffel Associates, Inc.

Name: Koffel Associates, Inc. — Koffel Associates, Inc., Form 5500 (2025)
Creator: Koffel Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Koffel Associates, Inc. 401(k) Plan

401(k) retirement plan · Koffel Associates, Inc.'s Koffel Associates, Inc. 401(k) Plan held $2.6M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

CHAD Ellis signed Koffel Associates, Inc.'s 2025 Form 5500 as plan administrator.

CHAD Ellis — 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

Koffel Associates, Inc.'s EIN is 52-1438441.

EIN 52-1438441

Plan number 001

Plan year 2025

ACK ID 20260513050739NAL0009221536001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Koffel Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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