How big is Kowalski Financial Inc.'s plan?

Kowalski Financial Inc.'s plan reported $987K in assets and 5 participants for 2024.

Original filing (PDF)20250203094407NAL0006610001001

Kowalski Financial Inc.

Name: Kowalski Financial Inc. — Kowalski Financial Inc., Form 5500 (2024)
Creator: Kowalski Financial Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kowalski Financial Inc. 401 (K) Plan

401(k) retirement plan · Kowalski Financial Inc.'s Kowalski Financial Inc. 401 (K) Plan held $987K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$987K

Net assets (EOY)

$987K

Plan identifiers

Kowalski Financial Inc.'s EIN is 83-2944631.

EIN 83-2944631

Plan number 001

Plan year 2024

ACK ID 20250203094407NAL0006610001001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kowalski Financial Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kowalski Financial Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

KOWALSKI FINANCIAL INC

EIN

all filings

Address

600 HIGHWAY 169 SOUTH · SUITE 655 · MINNEAPOLIS, MN · 55426

Phone

(952) 297-8589

Industry

Finance & Insurance

Plan administrator