How big is Kleinfield Wealth Group LLC's plan?

Kleinfield Wealth Group LLC's plan reported $711K in assets and 3 participants for 2025.

Original filing (PDF)20260429144010NAL0024176866001

Kleinfield Wealth Group LLC

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

Form 5500-SF

FILING_RECEIVED

Kleinfield Wealth Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Kleinfield Wealth Group LLC's Kleinfield Wealth Group LLC 401(k) Profit Sharing Plan & Trust held $711K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$711K

Net assets (EOY)

$711K

People on this filing

Marie Fernande Somers signed Kleinfield Wealth Group LLC's 2025 Form 5500 as plan administrator.

Marie Fernande Somers — 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

Kleinfield Wealth Group LLC's EIN is 47-1267355.

EIN 47-1267355

Plan number 001

Plan year 2025

ACK ID 20260429144010NAL0024176866001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Kleinfield Wealth Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 KLEINFIELD WEALTH GROUP 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