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
98
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KANSAS CITY PRIVATE WEALTH MGMT LLC.
Plan sponsor
Name
KANSAS CITY PRIVATE WEALTH MGMT LLC
EIN
47-1618889
Address
3 W. 63RD ST., STE 120 · KANSAS CITY, MO · 64113
Phone
(816) 214-8344
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
