How big is Kinwell LLC's plan?

Kinwell LLC's plan reported $146K in assets and 2 participants for 2025.

Original filing (PDF)20260516090107NAL0008754259001

Kinwell LLC

Name: Kinwell LLC — Kinwell 401(k) Plan, Form 5500 (2025)
Creator: Kinwell LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kinwell 401(k) Plan

401(k) retirement plan · Kinwell LLC's Kinwell 401(k) Plan held $146K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$146K

Net assets (EOY)

$146K

People on this filing

James Carlson signed Kinwell LLC's 2025 Form 5500 as plan administrator.

James Carlson — 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

Kinwell LLC's EIN is 82-2977833.

EIN 82-2977833

Plan number 001

Plan year 2025

ACK ID 20260516090107NAL0008754259001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kinwell LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kinwell 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 KINWELL 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.

Plan sponsor

Name

KINWELL LLC

EIN

all filings

Address

1630 MEETING ST. · SUITE 203 · CHARLESTON, SC · 29405

Phone

(843) 308-1639

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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