How big is Kovack Financial LLC's plan?

Kovack Financial LLC's plan reported $7.5M in assets and 58 participants for 2024.

Original filing (PDF)20250528124813NAL0007065665001

Kovack Financial LLC

Name: Kovack Financial LLC — Kovack Financial LLC 401(k), Form 5500 (2024)
Creator: Kovack Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kovack Financial LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Kovack Financial LLC's Kovack Financial LLC 401(k) Profit Sharing Plan & Trust held $7.5M in plan assets for 58 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.5M

Net assets (EOY)

$7.5M

People on this filing

Isabelle Shick signed Kovack Financial LLC's 2024 Form 5500 as plan administrator.

Isabelle Shick — 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

Kovack Financial LLC's EIN is 90-0613053.

EIN 90-0613053

Plan number 001

Plan year 2024

ACK ID 20250528124813NAL0007065665001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kovack Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kovack Financial LLC'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 KOVACK FINANCIAL 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