How big is KCS Wealth Advisory, LLC's plan?

KCS Wealth Advisory, LLC's plan reported $2K in assets for 2024.

Original filing (PDF)20251008135642NAL0003060291001

KCS Wealth Advisory, LLC

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

Form 5500-SF

FILING_RECEIVED

KCS Wealth Advisory, LLC Defined Benefit Pension Plan

Defined-benefit pension plan · KCS Wealth Advisory, LLC's KCS Wealth Advisory, LLC Defined Benefit Pension Plan reported $2K in plan assets in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

People on this filing

Kenneth Waltzer signed KCS Wealth Advisory, LLC's 2024 Form 5500 as plan administrator.

Kenneth Waltzer — 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

KCS Wealth Advisory, LLC's EIN is 46-4375778.

EIN 46-4375778

Plan number 002

Plan year 2024

ACK ID 20251008135642NAL0003060291001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

KCS Wealth Advisory, LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score