How big is KFA Private Wealth Group, LLC's plan?

KFA Private Wealth Group, LLC's plan reported $2.1M in assets and 14 participants for 2024.

Original filing (PDF)20250711071738NAL0016682386001

KFA Private Wealth Group, LLC

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

Form 5500-SF

FILING_RECEIVED

KFA Private Wealth Group, LLC 401(k) Plan

401(k) retirement plan · KFA Private Wealth Group, LLC's KFA Private Wealth Group, LLC 401(k) Plan held $2.1M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

John Fennig signed KFA Private Wealth Group, LLC's 2024 Form 5500 as plan administrator.

John Fennig — 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

KFA Private Wealth Group, LLC's EIN is 47-5451134.

EIN 47-5451134

Plan number 001

Plan year 2024

ACK ID 20250711071738NAL0016682386001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KFA Private Wealth Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KFA Private Wealth Group, LLC'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 KFA PRIVATE 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