Original filing (PDF)20251001213003NAL0032531106001

KALOS ATHENA WANG PLLC

Name: KALOS ATHENA WANG PLLC — KALOS ATHENA WANG DEFINED CONTRIBUTION PLAN, Form 5500 (2024)
Creator: KALOS ATHENA WANG PLLC

Form 5500-SF

FILING_RECEIVED

KALOS ATHENA WANG DEFINED CONTRIBUTION PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6K

Net assets (EOY)

$6K

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 (11th percentile).

Helping the score

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KALOS ATHENA WANG PLLC.

Plan sponsor

Name

KALOS ATHENA WANG PLLC

EIN

87-2385861

Address

601 PENNSYLVANIA AVE NW SUITE 900 · WASHINGTON, DC · 20004

Phone

(202) 963-2191

Industry

Law Offices· Professional & Technical Servicessee all

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

2025-10-01

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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