How big is K2 Financial and Management LLC's plan?

K2 Financial and Management LLC's plan reported $150K in assets and 1 participants for 2024.

Original filing (PDF)20250718102034NAL0002239744001

K2 Financial and Management LLC

Name: K2 Financial and Management LLC — K2 Financial and, Form 5500 (2024)
Creator: K2 Financial and Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

K2 Financial and Management LLC 401(k) Plan

401(k) retirement plan · K2 Financial and Management LLC's K2 Financial and Management LLC 401(k) Plan held $150K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$150K

Net assets (EOY)

$150K

People on this filing

Marcus Bowie signed K2 Financial and Management LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

K2 Financial and Management LLC's EIN is 81-4818802.

EIN 81-4818802

Plan number 001

Plan year 2024

ACK ID 20250718102034NAL0002239744001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for K2 Financial and Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

K2 Financial and 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 K2 FINANCIAL AND 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

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 (99th percentile).

Plan sponsor

Name

K2 FINANCIAL AND MANAGEMENT LLC

EIN

all filings

Address

130 N PRESTON ROAD SUITE 100-452 · PROSPER, TX · 75078

Phone

(972) 734-8400

Industry

Admin Support & Waste Mgmt

Plan administrator