· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KOA WEALTH MANAGEMENT, LLC — KOA WEALTH 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250909140533NAL0034253952001
KOA WEALTH MANAGEMENT, LLC
Form 5500-SF
FILING_RECEIVED
KOA WEALTH 401(K) PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
5
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KOA WEALTH MANAGEMENT, LLC
.
Find decision makers
Plan sponsor
Name
KOA WEALTH MANAGEMENT, LLC
EIN
83-0995287
Address
2241 DENK LANE · ENCINITAS, CA · 92024
Phone
(760) 602-6920
Industry
Finance & Insurance
see all
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
2025-09-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
BAYSHORE ASSET MANAGEMENT, LLC
BAYSHORE ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
$1.3M · 4 participants
AT ONE VENTURES
AT ONE VENTURES 401(K) PLAN
$1.3M · 14 participants
SGH MACRO ADVISORS, LLC
SGH MACRO ADVISORS, LLC RETIREMENT PLAN
$1.3M · 6 participants
COMPASS ROSE STRATEGIC PARTNERS LLC
COMPASS ROSE STRATEGIC PARTNERS 401(K) PLAN
$1.3M · 3 participants
MENDEL CAPITAL MANAGEMENT LLC
MENDEL CAPITAL MANAGEMENT LLC 401K PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.3M · 3 participants
FUNDAMENTAL WEALTH ADVISORS
FUNDAMENTAL WEALTH ADVISORS 401(K) PLAN
$1.3M · 8 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
