Original filing (PDF)20250807080156NAL0003534099001

Kyle Vitense Insurance and Financial Services, Inc.

Name: Kyle Vitense Insurance and Financial Services, Inc. — Form 5500 Plan 001 (2024)
Creator: Kyle Vitense Insurance and Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kyle Vitense Insurance and Financial Services, Inc. 401(k) Plan

401(k) retirement plan · Kyle Vitense Insurance and Financial Services, Inc.'s Kyle Vitense Insurance and Financial Services, Inc. 401(k) Plan held $237K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$237K

Net assets (EOY)

$237K

Plan identifiers

Kyle Vitense Insurance and Financial Services, Inc.'s EIN is 81-4669401.

EIN 81-4669401

Plan number 001

Plan year 2024

ACK ID 20250807080156NAL0003534099001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kyle Vitense Insurance and Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kyle Vitense Insurance and Financial Services, Inc.'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 KYLE VITENSE INSURANCE AND FINANCIAL SERVICES, INC..

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

KYLE VITENSE INSURANCE AND FINANCIAL SERVICES, INC.

EIN

all filings

Address

10405 6TH AVENUE NORTH · SUITE 120 · PLYMOUTH, MN · 55441

Phone

(763) 231-3058

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator