How big is POLU KAI Services, LLC's plan?

POLU KAI Services, LLC's plan reported $3.1M in assets and 28 participants for 2024.

Original filing (PDF)20250715094510NAL0001952497001

POLU KAI Services, LLC

Name: POLU KAI Services, LLC — POLU KAI Services, LLC, Form 5500 (2024)
Creator: POLU KAI Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

POLU KAI Services, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · POLU KAI Services, LLC's POLU KAI Services, LLC 401(k) Profit Sharing Plan held $3.1M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

DAWN Kelly-Wall signed POLU KAI Services, LLC's 2024 Form 5500 as plan administrator.

DAWN Kelly-Wall — Plan Administrator — Form 5500 signer
Sean P Jensen — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

POLU KAI Services, LLC's EIN is 57-1185956.

EIN 57-1185956

Plan number 001

Plan year 2024

ACK ID 20250715094510NAL0001952497001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for POLU KAI Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

POLU KAI Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), 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 POLU KAI SERVICES, 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