How big is Kosei Advisors LLC's plan?

Kosei Advisors LLC's plan reported $342K in assets and 4 participants for 2025.

Original filing (PDF)20260427220059NAL0005074803080

Kosei Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Kosei Advisors 401(k) Plan

401(k) retirement plan · Kosei Advisors LLC's Kosei Advisors 401(k) Plan held $342K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$342K

Net assets (EOY)

$342K

People on this filing

Elantha Barry signed Kosei Advisors LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Kosei Advisors LLC's EIN is 88-1161004.

EIN 88-1161004

Plan number 001

Plan year 2025

ACK ID 20260427220059NAL0005074803080

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Helping the score