How big is Kevin Lee Ehlers' plan?

Kevin Lee Ehlers' plan reported $614K in assets and 13 participants for 2024.

Original filing (PDF)20250701215354NAL0013028049001

Kevin Lee Ehlers

Name: Kevin Lee Ehlers — Polaris Wealth Group 401(k) Plan, Form 5500 (2024)
Creator: Kevin Lee Ehlers
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Polaris Wealth Group 401(k) Plan

401(k) retirement plan · Kevin Lee Ehlers' Polaris Wealth Group 401(k) Plan held $614K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$614K

Net assets (EOY)

$614K

People on this filing

Kevin Ehlers signed Kevin Lee Ehlers' 2024 Form 5500 as plan administrator.

Kevin Ehlers — 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

Kevin Lee Ehlers' EIN is 45-0483008.

EIN 45-0483008

Plan number 001

Plan year 2024

ACK ID 20250701215354NAL0013028049001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kevin Lee Ehlers from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kevin Lee Ehlers' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEVIN LEE EHLERS.

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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