How big is KGE Wealth Management's plan?

KGE Wealth Management's plan reported $4.3M in assets and 7 participants for 2024.

Original filing (PDF)20251006201554NAL0002124579001

KGE Wealth Management

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

Form 5500-SF

FILING_RECEIVED

KGE Wealth Management, Inc. 401(k) Plan

401(k) retirement plan · KGE Wealth Management's KGE Wealth Management, Inc. 401(k) Plan held $4.3M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan identifiers

KGE Wealth Management's EIN is 46-5645302.

EIN 46-5645302

Plan number 001

Plan year 2024

ACK ID 20251006201554NAL0002124579001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

KGE Wealth Management's plan includes profit-sharing, 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 KGE WEALTH MANAGEMENT.

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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