Kirke Financial Services, L.L.C.'s EIN is 42-1489727.
Download the official 2025 Form 5500 (PDF) for Kirke Financial Services, L.L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Kirke Financial Services, L.L.C.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUTIY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWEST WEALTH MANAGEMENT, LLC | — | SPENCER, IA | INVESTMENT ADVISOR | $17K | — |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE FINWAY GROUP | — | WEST DES MOINES, IA | TPA | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP LLC | — | SANTA BARBARA, CA | OTHER | $3K | — |
