How big is Konvoy Capital LLC's plan?

Konvoy Capital LLC's plan reported $250K in assets and 9 participants for 2024.

Original filing (PDF)20250616115636NAL0002218114001

Konvoy Capital LLC

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

Form 5500-SF

FILING_RECEIVED

Konvoy Capital LLC 401(k) Plan

401(k) retirement plan · Konvoy Capital LLC's Konvoy Capital LLC 401(k) Plan held $250K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$250K

Net assets (EOY)

$250K

People on this filing

Zosia Ulatowski signed Konvoy Capital LLC's 2024 Form 5500 as plan administrator.

Zosia Ulatowski — 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

Konvoy Capital LLC's EIN is 83-3493720.

EIN 83-3493720

Plan number 001

Plan year 2024

ACK ID 20250616115636NAL0002218114001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Konvoy Capital 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 KONVOY CAPITAL 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