How big is Kaizen and Prosper LLC's plan?

Kaizen and Prosper LLC's plan reported $38K in assets and 51 participants for 2024.

Original filing (PDF)20251009171122NAL0004128163001

Kaizen and Prosper LLC

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

Form 5500-SF

FILING_RECEIVED

Twelvemonth 401(k) Plan

401(k) retirement plan · Kaizen and Prosper LLC's Twelvemonth 401(k) Plan held $38K in plan assets for 51 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$38K

Net assets (EOY)

$38K

People on this filing

Richard Tatum signed Kaizen and Prosper LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Kaizen and Prosper LLC's EIN is 85-2606123.

EIN 85-2606123

Plan number 001

Plan year 2024

ACK ID 20251009171122NAL0004128163001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Kaizen and Prosper 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 KAIZEN AND PROSPER LLC.

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Plan health score

Above-average plan

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

Knocking points off