Kersten Wealth Management Group, Ltd. (EIN 27-3100383) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $10.7M in plan assets and 12 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Kersten Wealth Management Group 401(k) Plan | 001 | 6 | $8.6M |
| Kersten Wealth Management Group Cash Balance Plan | 002 | 6 | $2.1M |
27-3100383 is the Employer Identification Number (EIN) Kersten Wealth Management Group, Ltd. reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Ohio EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
