How big is Kasen Wealth Management, Inc.'s plan?

Kasen Wealth Management, Inc.'s plan reported $96K in assets and 3 participants for 2024.

Original filing (PDF)20250924150416NAL0003095267001

Kasen Wealth Management, Inc.

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

Form 5500-SF

FILING_RECEIVED

The Financial Destinations Group 401(k) Plan

401(k) retirement plan · Kasen Wealth Management, Inc.'s The Financial Destinations Group 401(k) Plan held $96K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$96K

Net assets (EOY)

$96K

Plan identifiers

Kasen Wealth Management, Inc.'s EIN is 47-3209906.

EIN 47-3209906

Plan number 001

Plan year 2024

ACK ID 20250924150416NAL0003095267001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Kasen Wealth Management, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score