How big is KW Efficiency LLC's plan?

KW Efficiency LLC's plan reported $408K in assets and 19 participants for 2024.

Original filing (PDF)20250506145126NAL0006902115001

KW Efficiency LLC

Name: KW Efficiency LLC — KW Efficiency LLC 401(k) Profit, Form 5500 (2024)
Creator: KW Efficiency LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KW Efficiency LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · KW Efficiency LLC's KW Efficiency LLC 401(k) Profit Sharing Plan & Trust held $408K in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$408K

Net assets (EOY)

$408K

People on this filing

Nicholas Richardson signed KW Efficiency LLC's 2024 Form 5500 as plan administrator.

Nicholas Richardson — 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

KW Efficiency LLC's EIN is 26-2004792.

EIN 26-2004792

Plan number 001

Plan year 2024

ACK ID 20250506145126NAL0006902115001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KW Efficiency LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KW Efficiency 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 KW EFFICIENCY 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