How big is Drake-Kinzer Wealth Management, LLC's plan?

Drake-Kinzer Wealth Management, LLC's plan reported $2.3M in assets and 3 participants for 2024.

Original filing (PDF)20250822143344NAL0002603923001

Drake-Kinzer Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Drake-Kinzer Wealth Managementllc 401(k) PSP

401(k) retirement plan · Drake-Kinzer Wealth Management, LLC's Drake-Kinzer Wealth Managementllc 401(k) PSP held $2.3M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

John Kinzer signed Drake-Kinzer Wealth Management, LLC's 2024 Form 5500 as plan administrator.

John Kinzer — 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

Drake-Kinzer Wealth Management, LLC's EIN is 27-1982989.

EIN 27-1982989

Plan number 001

Plan year 2024

ACK ID 20250822143344NAL0002603923001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Drake-Kinzer Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DRAKE-KINZER 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