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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

KASEN WEALTH MANAGEMENT, INC. 401(k) Plan

What public Form 5500 filings show about the KASEN WEALTH MANAGEMENT, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$96K
Participants
3
Plans on file
1

The KASEN WEALTH MANAGEMENT, INC. 401(k) on its latest Form 5500

KASEN WEALTH MANAGEMENT, INC. (EIN 47-3209906) reports THE FINANCIAL DESTINATIONS GROUP 401(K) PLAN on its most recent Form 5500, with $96K in plan assets across 3 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full KASEN WEALTH MANAGEMENT, INC. filing — schedules, fees, and providers.

Who runs the KASEN WEALTH MANAGEMENT, INC. 401(k)?

KASEN WEALTH MANAGEMENT, INC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask KASEN WEALTH MANAGEMENT, INC.HR for the recordkeeper’s name and login.

How to check your KASEN WEALTH MANAGEMENT, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask KASEN WEALTH MANAGEMENT, INC. HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: KASEN WEALTH MANAGEMENT, INC. — all Form 5500 filings (EIN 47-3209906) · California employer EIN lookup · Form 5500 search
KASEN WEALTH MANAGEMENT, INC. 401(k) Plan — Form 5500