Original filing (PDF)20250715224318NAL0002571345001

KA GREGORY WEALTH MANAGEMENT 401(K) PLAN

Name: KA GREGORY WEALTH MANAGEMENT 401(K) PLAN — Form 5500 (2024)
Creator: KA GREGORY WEALTH MANAGEMENT 401(K) PLAN

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$368K

Net assets (EOY)

$368K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KA GREGORY WEALTH MANAGEMENT 401(K) PLAN.

Plan sponsor

Name

KA GREGORY WEALTH MANAGEMENT 401(K) PLAN

EIN

45-4023375all filings

Address

244 LATITUDE LANE · SUITE 105 · LAKE WYLIE, SC · 29710

Phone

(803) 619-5062

Industry

Finance & Insurancesee all

Plan administrator