How big is Kavalo, LLC's plan?

Kavalo, LLC's plan reported $5K in assets and 28 participants for 2025.

Original filing (PDF)20260430100902NAL0006667443001

Kavalo, LLC

Name: Kavalo, LLC — Kavalo, LLC 401(k) Plan, Form 5500 (2025)
Creator: Kavalo, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kavalo, LLC 401(k) Plan

401(k) retirement plan · Kavalo, LLC's Kavalo, LLC 401(k) Plan held $5K in plan assets for 28 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5K

Net assets (EOY)

$5K

People on this filing

Jared Porter signed Kavalo, LLC's 2025 Form 5500 as plan administrator.

Jared Porter — 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

Kavalo, LLC's EIN is 86-1487232.

EIN 86-1487232

Plan number 001

Plan year 2025

ACK ID 20260430100902NAL0006667443001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kavalo, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KAVALO, 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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

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

Plan sponsor

Name

KAVALO, LLC

EIN

all filings

Address

6214 PRESIDENTIAL CT · SUITE C · FORT MYERS, FL · 33919

Phone

(239) 689-1725

Industry

Construction

Plan administrator

Name

401GO, INC.

EIN

88-3928199

City

WEST JORDAN, UT

Phone

(801) 214-2125

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-30

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

2E · Profit-sharing

Service providers (Schedule C)

Small plans don't disclose service providers

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