Original filing (PDF)20250625093613NAL0019028338001

KENSINGTON WEALTH PARTNERS LTD

Name: KENSINGTON WEALTH PARTNERS LTD — KENSINGTON WEALTH PARTNERS LTD 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: KENSINGTON WEALTH PARTNERS LTD

Form 5500-SF

FILING_RECEIVED

KENSINGTON WEALTH PARTNERS LTD 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$104K

Net assets (EOY)

$104K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

KENSINGTON WEALTH PARTNERS LTD

EIN

36-4488000all filings

Address

7650 RIVERS EDGE DR STE 250 · COLUMBUS, OH · 432351360

Phone

(614) 431-4336

Industry