How big is Kitrick McWeeney & Wells LLC's plan?

Kitrick McWeeney & Wells LLC's plan reported $3.1M in assets and 12 participants for 2025.

Original filing (PDF)20260424084042NAL0003059635001

Kitrick McWeeney & Wells LLC

Name: Kitrick McWeeney & Wells LLC — Kitrick McWeeney &, Form 5500 (2025)
Creator: Kitrick McWeeney & Wells LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kitrick McWeeney & Wells LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Kitrick McWeeney & Wells LLC's Kitrick McWeeney & Wells LLC 401(k) Profit Sharing Plan & Trust held $3.1M in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Kitrick McWeeney & Wells LLC's EIN is 22-3099653.

EIN 22-3099653

Plan number 001

Plan year 2025

ACK ID 20260424084042NAL0003059635001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kitrick McWeeney & Wells LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kitrick McWeeney & Wells LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KITRICK MCWEENEY & WELLS LLC.

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Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score