Original filing (PDF)20250905081302NAL0028556800001

KIKER WEALTH MANAGEMENT

Name: KIKER WEALTH MANAGEMENT — KIKER WEALTH MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: KIKER WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

KIKER WEALTH MANAGEMENT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6K

Net assets (EOY)

$6K

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KIKER WEALTH MANAGEMENT.

Plan sponsor

Name

KIKER WEALTH MANAGEMENT

EIN

27-3317733

Address

788 W. CHURCH STREET · JASPER, GA · 30143

Phone

(706) 253-7185

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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