How big is Karis Martingale LLC's plan?

Karis Martingale LLC's plan reported $937K in assets and 12 participants for 2024.

Original filing (PDF)20250718064832NAL0001914944001

Karis Martingale LLC

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

Form 5500-SF

FILING_RECEIVED

Karis Martingale LLC 401(k) and Profit Sharing Plan

401(k) retirement plan · Karis Martingale LLC's Karis Martingale LLC 401(k) and Profit Sharing Plan held $937K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$937K

Net assets (EOY)

$937K

People on this filing

Shirley Horner signed Karis Martingale LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Karis Martingale LLC's EIN is 85-1599252.

EIN 85-1599252

Plan number 001

Plan year 2024

ACK ID 20250718064832NAL0001914944001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Karis Martingale 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 KARIS MARTINGALE 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