How big is KODA Capital, Inc.'s plan?

KODA Capital, Inc.'s plan reported $153K in assets and 2 participants for 2024.

Original filing (PDF)20250430160618NAL0001431427001

KODA Capital, Inc.

Name: KODA Capital, Inc. — Westpeak Private Wealth 401(k), Form 5500 (2024)
Creator: KODA Capital, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Westpeak Private Wealth 401(k) Plan

401(k) retirement plan · KODA Capital, Inc.'s Westpeak Private Wealth 401(k) Plan held $153K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$153K

Net assets (EOY)

$153K

Plan identifiers

KODA Capital, Inc.'s EIN is 87-2661130.

EIN 87-2661130

Plan number 001

Plan year 2024

ACK ID 20250430160618NAL0001431427001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

KODA Capital, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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

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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