Original filing (PDF)20240412075809NAL0002080641001

KULA Investments, LLC

Name: KULA Investments, LLC — KULA Investments, LLC 401(k), Form 5500 (2023)
Creator: KULA Investments, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KULA Investments, LLC 401(k) Plan

401(k) retirement plan · KULA Investments, LLC's KULA Investments, LLC 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Jonathan Yaffe signed KULA Investments, LLC's 2023 Form 5500 as plan administrator.

Jonathan Yaffe — 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

KULA Investments, LLC's EIN is 84-3980285.

EIN 84-3980285

Plan number 001

Plan year 2023

ACK ID 20240412075809NAL0002080641001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for KULA Investments, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

KULA Investments, LLC's plan includes profit-sharing, 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 KULA INVESTMENTS, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score