How big is Kiley Juergens Wealth Management, LLC's plan?

Kiley Juergens Wealth Management, LLC's plan reported $6.7M in assets and 22 participants for 2024.

Original filing (PDF)20250724114356NAL0011312066001

Kiley Juergens Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Kiley Juergens Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Kiley Juergens Wealth Management, LLC's Kiley Juergens Wealth Management, LLC 401(k) Plan held $6.7M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

Plan identifiers

Kiley Juergens Wealth Management, LLC's EIN is 27-0811624.

EIN 27-0811624

Plan number 001

Plan year 2024

ACK ID 20250724114356NAL0011312066001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Kiley Juergens Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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