How big is P.K. Katella, LLC's plan?

P.K. Katella, LLC's plan reported $117K in assets and 85 participants for 2024.

Original filing (PDF)20250717115305NAL0000321296001

P.K. Katella, LLC

Name: P.K. Katella, LLC — Capital Insight Holdings LLC, Form 5500 (2024)
Creator: P.K. Katella, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capital Insight Holdings LLC 401(k) Plan

401(k) retirement plan · P.K. Katella, LLC's Capital Insight Holdings LLC 401(k) Plan held $117K in plan assets for 85 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$117K

Net assets (EOY)

$117K

People on this filing

Cobby Pourtavosi signed P.K. Katella, LLC's 2024 Form 5500 as plan administrator.

Cobby Pourtavosi — 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

P.K. Katella, LLC's EIN is 86-3088761.

EIN 86-3088761

Plan number 001

Plan year 2024

ACK ID 20250717115305NAL0000321296001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for P.K. Katella, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

P.K. Katella, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Knocking points off