How big is Kosmin Wealth Management's plan?

Kosmin Wealth Management's plan reported $231 in assets and 1 participants for 2024.

Original filing (PDF)20250327091656NAL0026277904001

Kosmin Wealth Management

Name: Kosmin Wealth Management — Kosmin Wealth Management, Form 5500 (2024)
Creator: Kosmin Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kosmin Wealth Management Chamber Benefit Arrangement Plan

Health & welfare plan · Kosmin Wealth Management's Kosmin Wealth Management Chamber Benefit Arrangement Plan held $231 in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$231

Net assets (EOY)

$52

People on this filing

Stephen Millard signed Kosmin Wealth Management's 2024 Form 5500 as plan administrator.

Stephen Millard — 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

Kosmin Wealth Management's EIN is 20-3364112.

EIN 20-3364112

Plan number 501

Plan year 2024

ACK ID 20250327091656NAL0026277904001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kosmin Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kosmin Wealth Management's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KOSMIN WEALTH MANAGEMENT.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score