How big is K2 Advisory Group, LLC's plan?

K2 Advisory Group, LLC's plan reported $192K in assets and 2 participants for 2022.

Original filing (PDF)20231012082825NAL0062640482001

K2 Advisory Group, LLC

Name: K2 Advisory Group, LLC — K2 Advisory Group, LLC, Form 5500 (2022)
Creator: K2 Advisory Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

K2 Advisory Group, LLC 401(k) Plan

401(k) retirement plan · K2 Advisory Group, LLC's K2 Advisory Group, LLC 401(k) Plan held $192K in plan assets for 2 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$192K

Net assets (EOY)

$192K

Plan identifiers

K2 Advisory Group, LLC's EIN is 82-1079404.

EIN 82-1079404

Plan number 001

Plan year 2022

ACK ID 20231012082825NAL0062640482001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for K2 Advisory Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

K2 Advisory Group, 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 K2 ADVISORY GROUP, 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 (89th percentile).

Plan sponsor

Name

K2 ADVISORY GROUP, LLC

EIN

all filings

Address

5889 NILE DRIVE SW · WYOMING, MI · 49418

Phone

(616) 447-6239

Industry

Finance & Insurance

Plan administrator