How big is TKC Wealth Management, LLC's plan?

TKC Wealth Management, LLC's plan reported $849K in assets and 9 participants for 2024.

Original filing (PDF)20250527150017NAL0004021283001

TKC Wealth Management, LLC

Name: TKC Wealth Management, LLC — TKC Wealth Management, Form 5500 (2024)
Creator: TKC Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TKC Wealth Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · TKC Wealth Management, LLC's TKC Wealth Management, LLC 401(k) Profit Sharing Plan held $849K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$849K

Net assets (EOY)

$849K

People on this filing

TING KUO CHEN signed TKC Wealth Management, LLC's 2024 Form 5500 as plan administrator.

TING KUO CHEN — 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

TKC Wealth Management, LLC's EIN is 45-2483746.

EIN 45-2483746

Plan number 001

Plan year 2024

ACK ID 20250527150017NAL0004021283001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TKC Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

TKC Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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