How big is Koverly Inc.'s plan?

Koverly Inc.'s plan reported $137K in assets and 6 participants for 2024.

Original filing (PDF)20250729123156NAL0001317075001

Koverly Inc.

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

Form 5500-SF

FILING_RECEIVED

Koverly Inc. 401(k) Plan

401(k) retirement plan · Koverly Inc.'s Koverly Inc. 401(k) Plan held $137K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$137K

Net assets (EOY)

$137K

People on this filing

IGOR Ostrovsky signed Koverly Inc.'s 2024 Form 5500 as plan administrator.

IGOR Ostrovsky — 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

Koverly Inc.'s EIN is 85-3913873.

EIN 85-3913873

Plan number 001

Plan year 2024

ACK ID 20250729123156NAL0001317075001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Koverly Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

KOVERLY INC.

EIN

all filings

Address

303 WYMAN STREET · SUITE 300 · WALTHAM, MA · 02451

Phone

(617) 448-7053

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

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