How big is Kathmere Capital Management LLC's plan?

Kathmere Capital Management LLC's plan reported $2.6M in assets and 23 participants for 2025.

Original filing (PDF)20260402220109NAL0003082624083

Kathmere Capital Management LLC

Name: Kathmere Capital Management LLC — Kathmere Capital, Form 5500 (2025)
Creator: Kathmere Capital Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kathmere Capital Management LLC 401(k) Plan

401(k) retirement plan · Kathmere Capital Management LLC's Kathmere Capital Management LLC 401(k) Plan held $2.6M in plan assets for 23 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Elantha Barry signed Kathmere Capital Management LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Kathmere Capital Management LLC's EIN is 81-1449683.

EIN 81-1449683

Plan number 001

Plan year 2025

ACK ID 20260402220109NAL0003082624083

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kathmere Capital Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kathmere Capital Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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