Original filing (PDF)20250718121017NAL0001689969001

BK WEALTH MANAGEMENT LLC DBA HADDAD FINANCIAL SERVICES

Name: BK WEALTH MANAGEMENT LLC DBA HADDAD FINANCIAL SERVICES — HFS 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BK WEALTH MANAGEMENT LLC DBA HADDAD FINANCIAL SERVICES

Form 5500-SF

FILING_RECEIVED

HFS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$744K

Net assets (EOY)

$744K

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 (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BK WEALTH MANAGEMENT LLC DBA HADDAD FINANCIAL SERVICES.

Plan sponsor

Name

BK WEALTH MANAGEMENT LLC DBA HADDAD FINANCIAL SERVICES

EIN

81-3796228all filings

Address

8340 MISSION ROAD, SUITE 205 · PRAIRIE VILLAGE, KS · 66206

Phone

(816) 536-2132

Industry

Finance & Insurancesee all

Plan administrator