How big is KOA Wealth Management, LLC's plan?

KOA Wealth Management, LLC's plan reported $1.3M in assets and 4 participants for 2024.

Original filing (PDF)20250909140533NAL0034253952001

KOA Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

KOA Wealth 401(k) Plan

401(k) retirement plan · KOA Wealth Management, LLC's KOA Wealth 401(k) Plan held $1.3M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Michael Souza signed KOA Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Michael Souza — 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

KOA Wealth Management, LLC's EIN is 83-0995287.

EIN 83-0995287

Plan number 001

Plan year 2024

ACK ID 20250909140533NAL0034253952001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

KOA Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 KOA WEALTH MANAGEMENT, 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