How big is KFSG Wealth Management LLC's plan?

KFSG Wealth Management LLC's plan reported $267K in assets and 7 participants for 2024.

Original filing (PDF)20251001163325NAL0006027859001

KFSG Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

KFSG Wealth Management, LLC 401(k) PLAM

401(k) retirement plan · KFSG Wealth Management LLC's KFSG Wealth Management, LLC 401(k) PLAM held $267K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$267K

Net assets (EOY)

$267K

People on this filing

Karen Cinelli signed KFSG Wealth Management LLC's 2024 Form 5500 as plan administrator.

Karen Cinelli — 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

KFSG Wealth Management LLC's EIN is 47-3025489.

EIN 47-3025489

Plan number 001

Plan year 2024

ACK ID 20251001163325NAL0006027859001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

KFSG Wealth Management 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 KFSG 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

Knocking points off