How big is KAUL Advisors LLC's plan?

KAUL Advisors LLC's plan reported $60K in assets and 2 participants for 2024.

Original filing (PDF)20251002050746NAL0000084833001

KAUL Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

KAUL Advisors LLC 401(k) Plan

401(k) retirement plan · KAUL Advisors LLC's KAUL Advisors LLC 401(k) Plan held $60K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$60K

Net assets (EOY)

$60K

People on this filing

Sunny KAUL signed KAUL Advisors LLC's 2024 Form 5500 as plan administrator.

Sunny KAUL — 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

KAUL Advisors LLC's EIN is 85-3615956.

EIN 85-3615956

Plan number 001

Plan year 2024

ACK ID 20251002050746NAL0000084833001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

KAUL Advisors 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 KAUL ADVISORS 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