How big is Kozusko Harris Vetter Wareh Duncan LLP's plan?

Kozusko Harris Vetter Wareh Duncan LLP's plan reported $23.3M in assets and 39 participants for 2024.

Original filing (PDF)20250825103947NAL0007518417001

Kozusko Harris Vetter Wareh Duncan LLP

Name: Kozusko Harris Vetter Wareh Duncan LLP — Form 5500 Plan 001 (2024)
Creator: Kozusko Harris Vetter Wareh Duncan LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kozusko, Harris, Vetter, Wareh, Duncan LLP 401(k) Plan

401(k) retirement plan · Kozusko Harris Vetter Wareh Duncan LLP's Kozusko, Harris, Vetter, Wareh, Duncan LLP 401(k) Plan held $23.3M in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$23.3M

Net assets (EOY)

$23.3M

Plan identifiers

Kozusko Harris Vetter Wareh Duncan LLP's EIN is 52-2192791.

EIN 52-2192791

Plan number 001

Plan year 2024

ACK ID 20250825103947NAL0007518417001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kozusko Harris Vetter Wareh Duncan LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kozusko Harris Vetter Wareh Duncan 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 KOZUSKO HARRIS VETTER WAREH DUNCAN 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