How big is Koffel Compliance, LLC's plan?

Koffel Compliance, LLC's plan reported $4.3M in assets and 14 participants for 2025.

Original filing (PDF)20260521050457NAL0001575763001

Koffel Compliance, LLC

Name: Koffel Compliance, LLC — Koffel Compliance, LLC, Form 5500 (2025)
Creator: Koffel Compliance, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Koffel Compliance, LLC 401(k) Plan

401(k) retirement plan · Koffel Compliance, LLC's Koffel Compliance, LLC 401(k) Plan held $4.3M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

People on this filing

CHAD Ellis signed Koffel Compliance, LLC's 2025 Form 5500 as plan administrator.

CHAD Ellis — 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

Koffel Compliance, LLC's EIN is 83-2709813.

EIN 83-2709813

Plan number 001

Plan year 2025

ACK ID 20260521050457NAL0001575763001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Koffel Compliance, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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