How big is K. West Group, LLC's plan?

K. West Group, LLC's plan reported $21.5M in assets and 289 participants for 2024.

Original filing (PDF)20251008100337NAL0013078402001

K. West Group, LLC

Name: K. West Group, LLC — Kwest Group, LLC 401(k) Plan, Form 5500 (2024)
Creator: K. West Group, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Kwest Group, LLC 401(k) Plan

401(k) retirement plan · K. West Group, LLC's Kwest Group, LLC 401(k) Plan held $21.5M in plan assets for 289 participants in 2024, with The Standard (StanCorp) as recordkeeper.

Signals · 1

Late participant contributions

Active participants

289

Accounts w/ balance

376

Plan assets (EOY)

$21.5M

Net assets (EOY)

$21.5M

Plan identifiers

K. West Group, LLC's EIN is 30-0016317.

EIN 30-0016317

Plan number 001

Plan year 2024

ACK ID 20251008100337NAL0013078402001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for K. West Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

K. West Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for K. WEST GROUP, LLC.

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How this plan invests

This plan

21 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 77K (2% of contributions).

Plan sponsor

Name

K. WEST GROUP, LLC

EIN

all filings

Address

8305 FREMONT PIKE · PERRYSBURG, OH · 43551

Phone

(419) 734-5533

Industry

Construction

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

2025-10-08

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)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$52K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
VENTURE VISIONARY PARTNERS LLC	83-4717882	—	NONE	$37K	—
CHARLES SCHWAB TRUST BANK	42-1558009

Investments

21 direct securities· $21.5M(100% of reported assets)

Mutual Funds

$10.7M

11 holdings

Other securities

$7.2M

9 holdings

Common Collective Trusts

$3.6M

1 holding

					% of plan
iShares US Agg Bd Ind K	Other securities	—	—	$3.9M	18.3%
iShares S&P 500 Index K	Common Collective Trusts	—	—	$3.6M	16.9%
Vanguard Dev Mkts Index Adm	Mutual Funds	—	—	$3.3M	15.3%
Vanguard Growth Index Adm	Mutual Funds	—	—	$2.3M	10.5%
Standard Insurance Standard Stable Asset A	Other securities	—	—	$2.0M	9.4%
Vanguard Value Index Adm	Mutual Funds	—	—	$1.9M	8.8%
Vanguard Small Cap Index Adm	Mutual Funds	—	—	$1.1M	5.1%
Vanguard Balanced Index Adm	Mutual Funds	—	—	$735K	3.4%
Vanguard Mid Cap Value Index Adm	Mutual Funds	—	—	$701K	3.3%
Vanguard Mid Cap Growth Index Adm	Mutual Funds	—	—	$616K	2.9%
JP Morgan JPM Large Cap Growth R6	Other securities	—	—	$419K	1.9%
BlackRock Health Sciences Opp Port Instl	Other securities	—	—	$337K	1.6%
Victory Sycamore Established Value R6	Other securities	—	—	$288K	1.3%
Oppenheimer Columbia Large Cap Value Inst2	Mutual Funds	—	—	$67K	0.3%
First Eagle First Eagle Global Fund CL R6	Other securities	—	—	$46K	0.2%
PGIM Total Return BD Z	Other securities	—	—	$35K	0.2%
Pioneer Strategic Income FD CL Y	Other securities	—	—	$28K	0.1%
Allspring Discovery Smid Cap Gr Inst	Other securities	—	—	$27K	0.1%
Vanguard T. Rowe Price Capital Appreciation	Mutual Funds	—	—	$22K	0.1%
Templeton Vanguard Mid Cap Index Admn	Mutual Funds	—	—	$16K	<0.1%
Vanguard JPM Small Cap Growth R6	Mutual Funds	—	—	$13K	<0.1%