· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KNEPP FINANCIAL GROUP, LLC — KNEPP FINANCIAL GROUP 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250414133830NAL0000798019001
KNEPP FINANCIAL GROUP, LLC
Form 5500-SF
FILING_RECEIVED
KNEPP FINANCIAL GROUP 401(K) PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
9
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KNEPP FINANCIAL GROUP, LLC
.
Find decision makers
Plan sponsor
Name
KNEPP FINANCIAL GROUP, LLC
EIN
38-3619395
Address
16801 NEWBURGH ROAD · SUITE 103 · LIVONIA, MI · 48154
Phone
(734) 953-9252
Industry
Finance & Insurance
see 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
2025-04-14
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
VONDERHARR WAGNER ASSOCIATES LLC
VONDERHARR WAGNER ASSOCIATES LLC 401(K) PROFIT SHARING PLAN
$3.4M · 8 participants
CONSOLIDATED FINANCIAL MANAGEMENT CORPORATION
CONSOLIDATED FINANCIAL MANAGEMENT CORPORATION 401(K) PLAN
$3.4M · 6 participants
RF INVESTMENT MANAGEMENT COMPANY, LLC
RF INVESTMENT MANGEMENT COMPANY LLC PENSION PLAN
$3.4M · 5 participants
CHANNING CAPITAL MANAGEMENT, LLC
CHANNING CAPITAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN AND TRUST
$3.4M · 27 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ZIMMERMAN WEALTH MANAGEMENT, LLC
ZIMMERMAN WEALTH MANAGEMENT, LLC 401(K) PLAN
$3.4M · 6 participants
PRACTICE SOLUTIONS, INC.
PRACTICE SOLUTIONS, INC. 401(K) PLAN
$3.4M · 36 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants
