How big is Kozek PLLC's plan?

Kozek PLLC's plan reported $5.8M in assets and 7 participants for 2025.

Original filing (PDF)20260119082112NAL0002841282001

Kozek PLLC

Name: Kozek PLLC — Kozek PLLC 401(k) Profit Sharing Plan, Form 5500 (2025)
Creator: Kozek PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kozek PLLC 401(k) Profit Sharing Plan

401(k) retirement plan · Kozek PLLC's Kozek PLLC 401(k) Profit Sharing Plan held $5.8M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

Plan identifiers

Kozek PLLC's EIN is 88-2693485.

EIN 88-2693485

Plan number 001

Plan year 2025

ACK ID 20260119082112NAL0002841282001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Kozek PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

KOZEK PLLC

EIN

all filings

Address

445 HAMILTON AVENUE · SUITE 604 · WHITE PLAINS, NY · 10601

Phone

(914) 683-3500

Industry

Law Offices· Professional & Technical Services

Plan administrator