How big is Kodiak Investments, LLC's plan?

Kodiak Investments, LLC's plan reported $556K in assets and 8 participants for 2024.

Original filing (PDF)20251010111219NAL0012406032001

Kodiak Investments, LLC

Name: Kodiak Investments, LLC — Cullman Clinical Trials, Form 5500 (2024)
Creator: Kodiak Investments, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cullman Clinical Trials LLC 401(k) Plan

401(k) retirement plan · Kodiak Investments, LLC's Cullman Clinical Trials LLC 401(k) Plan held $556K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$556K

Net assets (EOY)

$556K

People on this filing

Richard Tatum signed Kodiak Investments, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Kodiak Investments, LLC's EIN is 82-4697298.

EIN 82-4697298

Plan number 001

Plan year 2024

ACK ID 20251010111219NAL0012406032001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KODIAK INVESTMENTS, 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

Knocking points off