Original filing (PDF)20260723103128NAL0013751009001

Kensington Wealth Partners Ltd.

Name: Kensington Wealth Partners Ltd. — Kensington Wealth, Form 5500 (2025)
Creator: Kensington Wealth Partners Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kensington Wealth Partners Ltd. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Kensington Wealth Partners Ltd.'s Kensington Wealth Partners Ltd. 401(k) Profit Sharing Plan & Trust held $155K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$155K

Net assets (EOY)

$155K

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 (93rd 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

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