· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KERSTEN WEALTH MANAGEMENT GROUP, LTD. — KERSTEN WEALTH MANAGEMENT GROUP CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250625120102NAL0004705011001
KERSTEN WEALTH MANAGEMENT GROUP, LTD.
Form 5500-SF
FILING_RECEIVED
KERSTEN WEALTH MANAGEMENT GROUP CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
6
Accounts w/ balance
—
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KERSTEN WEALTH MANAGEMENT GROUP, LTD.
.
Find decision makers
Plan sponsor
Name
KERSTEN WEALTH MANAGEMENT GROUP, LTD.
EIN
27-3100383
Address
28300 KENSINGTON LANE, STE. 100 · PERRYSBURG, OH · 43551
Phone
(419) 872-0067
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-25
Pension benefit codes
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
AGMAN MANAGEMENT, LLC
AGMAN MANAGEMENT, LLC 401(K) PLAN
$2.1M · 17 participants
CAPITAL ASSET MANAGEMENT GROUP, INC.
CAPITAL ASSET MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$2.1M · 13 participants
PMM PARTNERS, INC.
PMM PARTNERS 401(K) PLAN
$2.1M · 6 participants
OHANA WEALTH ADVISORS, INC.
TRANSITIONS WEALTH ADVISORS 401(K) PLAN
$2.1M · 5 participants
FINANCIAL PLANNING HAWAII INC
FINANCIAL PLANNING HAWAII INC 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$2.1M · 5 participants
BOLKE, INC.
BOLKE, INC. 401(K) PLAN
$2.1M · 5 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants
