How big is Kanen Wealth Management's plan?

Kanen Wealth Management's plan reported $3.2M in assets and 4 participants for 2024.

Original filing (PDF)20251001104926NAL0014130416001

Kanen Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Kanen Wealth Management Pension Plan

Defined-benefit pension plan · Kanen Wealth Management's Kanen Wealth Management Pension Plan held $3.2M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

David Kanen signed Kanen Wealth Management's 2024 Form 5500 as plan administrator.

David Kanen — 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

Kanen Wealth Management's EIN is 81-1101556.

EIN 81-1101556

Plan number 001

Plan year 2024

ACK ID 20251001104926NAL0014130416001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Kanen Wealth Management's plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score