How big is Knepp Financial Group, LLC's plan?

Knepp Financial Group, LLC's plan reported $4.4M in assets and 11 participants for 2025.

Original filing (PDF)20260130144855NAL0011302626001

Knepp Financial Group, LLC

Name: Knepp Financial Group, LLC — Knepp Financial Group, Form 5500 (2025)
Creator: Knepp Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Knepp Financial Group 401(k) Plan

401(k) retirement plan · Knepp Financial Group, LLC's Knepp Financial Group 401(k) Plan held $4.4M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

Jason Davis signed Knepp Financial Group, LLC's 2025 Form 5500 as plan administrator.

Jason Davis — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Knepp Financial Group, LLC's EIN is 38-3619395.

EIN 38-3619395

Plan number 001

Plan year 2025

ACK ID 20260130144855NAL0011302626001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Knepp Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Knepp Financial Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Finding similar companies…

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

Knocking points off