What public Form 5500 filings show about the KC Holdings DBA Iwealth 401(k) plan — and how to find and check your own account.
KC Holdings DBA Iwealth (EIN 52-2389731) reports IWEALTH 401(K) PLAN on its most recent Form 5500, with $997K in plan assets across 8 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 KC Holdings DBA Iwealth filing — schedules, fees, and providers.
KC Holdings DBA Iwealth’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 KC Holdings DBA IwealthHR for the recordkeeper’s name and login.
