What public Form 5500 filings show about the Kersten Wealth Management Group, Ltd. 401(k) plan — and how to find and check your own account.
Kersten Wealth Management Group, Ltd. (EIN 27-3100383) reports KERSTEN WEALTH MANAGEMENT GROUP 401(K) PLAN on its most recent Form 5500, with $8.6M in plan assets across 6 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 Kersten Wealth Management Group, Ltd. filing — schedules, fees, and providers.
Kersten Wealth Management Group, Ltd.’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 Kersten Wealth Management Group, Ltd.HR for the recordkeeper’s name and login.
