How big is Kalos Aspen LLC's plan?

Kalos Aspen LLC's plan reported $1.0M in assets and 10 participants for 2025.

Original filing (PDF)20260417220043NAL0029384338074

Kalos Aspen LLC

Name: Kalos Aspen LLC — Kalos Aspen LLC 401(k) Plan, Form 5500 (2025)
Creator: Kalos Aspen LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kalos Aspen LLC 401(k) Plan

401(k) retirement plan · Kalos Aspen LLC's Kalos Aspen LLC 401(k) Plan held $1.0M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Elantha Barry signed Kalos Aspen LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Kalos Aspen LLC's EIN is 84-1773235.

EIN 84-1773235

Plan number 001

Plan year 2025

ACK ID 20260417220043NAL0029384338074

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

KALOS ASPEN LLC

EIN

all filings

Address

19 UTE PL · ASPEN, CO · 81611

Phone

(970) 925-6555

Industry

Real Estate

Plan administrator