How big is KCA Wealth Management, LLC's plan?

KCA Wealth Management, LLC's plan reported $1.2M in assets and 8 participants for 2024.

Original filing (PDF)20251007155023NAL0004802577001

KCA Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

KCA Wealth Management Retirement Plan

401(k) retirement plan · KCA Wealth Management, LLC's KCA Wealth Management Retirement Plan held $1.2M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

KCA Wealth Management, LLC's EIN is 81-3856392.

EIN 81-3856392

Plan number 001

Plan year 2024

ACK ID 20251007155023NAL0004802577001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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