How big is Koloa KAI LLC's plan?

Koloa KAI LLC's plan reported $144K in assets and 4 participants for 2024.

Original filing (PDF)20251003123506NAL0001393233001

Koloa KAI LLC

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

Form 5500-SF

FILING_RECEIVED

Koloa KAI LLC 401(k) Plan

401(k) retirement plan · Koloa KAI LLC's Koloa KAI LLC 401(k) Plan held $144K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$144K

Net assets (EOY)

$144K

People on this filing

JED Stevens signed Koloa KAI LLC's 2024 Form 5500 as plan administrator.

JED Stevens — 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

Koloa KAI LLC's EIN is 61-1902175.

EIN 61-1902175

Plan number 001

Plan year 2024

ACK ID 20251003123506NAL0001393233001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Koloa KAI 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 KOLOA KAI 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

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

Plan sponsor

Name

KOLOA KAI LLC

EIN

all filings

Address

1427 PRISCILLA LANE · NEWPORT BEACH, CA · 92660

Phone

(949) 285-5834

Industry

Admin Support & Waste Mgmt

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

2025-10-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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