How big is Kersten Wealth Management Group, Ltd.'s plan?

Kersten Wealth Management Group, Ltd.'s plan reported $2.1M in assets and 6 participants for 2024.

Original filing (PDF)20250625120102NAL0004705011001

Kersten Wealth Management Group, Ltd.

Name: Kersten Wealth Management Group, Ltd. — Kersten, Form 5500 (2024)
Creator: Kersten Wealth Management Group, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kersten Wealth Management Group Cash Balance Plan

Defined-benefit pension plan · Kersten Wealth Management Group, Ltd.'s Kersten Wealth Management Group Cash Balance Plan held $2.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Kersten Wealth Management Group, Ltd.'s EIN is 27-3100383.

EIN 27-3100383

Plan number 002

Plan year 2024

ACK ID 20250625120102NAL0004705011001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Kersten Wealth Management Group, Ltd.'s plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score