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

Kadletz Wealth Management, LLC's plan reported $2.7M in assets and 4 participants for 2025.

Original filing (PDF)20260324093802NAL0001441699001

Kadletz Wealth Management, LLC

Name: Kadletz Wealth Management, LLC — Kadletz Wealth, Form 5500 (2025)
Creator: Kadletz Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kadletz Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Kadletz Wealth Management, LLC's Kadletz Wealth Management, LLC 401(k) Plan held $2.7M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Kadletz Wealth Management, LLC's EIN is 46-0967758.

EIN 46-0967758

Plan number 001

Plan year 2025

ACK ID 20260324093802NAL0001441699001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kadletz Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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