How big is Wallin & Khosla LLC's plan?

Wallin & Khosla LLC's plan reported $141K in assets and 204 participants for 2024.

Original filing (PDF)20250718154941NAL0002098881001

Wallin & Khosla LLC

Name: Wallin & Khosla LLC — Wallin & Khosla LLC 401(k), Form 5500 (2024)
Creator: Wallin & Khosla LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wallin & Khosla LLC 401(k) Plan

401(k) retirement plan · Wallin & Khosla LLC's Wallin & Khosla LLC 401(k) Plan held $141K in plan assets for 204 participants in 2024.

Signals · 1

No auditor on file

Active participants

204

Accounts w/ balance

Plan assets (EOY)

$141K

Net assets (EOY)

$141K

People on this filing

Marcus Bowie signed Wallin & Khosla LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Wallin & Khosla LLC's EIN is 84-3665014.

EIN 84-3665014

Plan number 001

Plan year 2024

ACK ID 20250718154941NAL0002098881001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wallin & Khosla LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALLIN & KHOSLA LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score