How big is Kyle K Wallentine Financial Services, LLC's plan?

Kyle K Wallentine Financial Services, LLC's plan reported $744K in assets and 5 participants for 2025.

Original filing (PDF)20260130151846NAL0007066067001

Kyle K Wallentine Financial Services, LLC

Name: Kyle K Wallentine Financial Services, LLC — Form 5500 Plan 001 (2025)
Creator: Kyle K Wallentine Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kyle K Wallentine Financial Services LLC Safe Harbor 401(k) Plan

401(k) retirement plan · Kyle K Wallentine Financial Services, LLC's Kyle K Wallentine Financial Services LLC Safe Harbor 401(k) Plan held $744K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$744K

Net assets (EOY)

$744K

People on this filing

Kyle K Wallentine signed Kyle K Wallentine Financial Services, LLC's 2025 Form 5500 as plan administrator.

Kyle K Wallentine — 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

Kyle K Wallentine Financial Services, LLC's EIN is 81-2915643.

EIN 81-2915643

Plan number 001

Plan year 2025

ACK ID 20260130151846NAL0007066067001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kyle K Wallentine Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kyle K Wallentine Financial Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KYLE K WALLENTINE FINANCIAL SERVICES, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

KYLE K WALLENTINE FINANCIAL SERVICES, LLC

EIN

all filings

Address

776 NORTH CREEK DRIVE #4 · WILLMAR, MN · 56201

Phone

(320) 235-5600

Industry

Finance & Insurance

Plan administrator