How big is Kadence Wealth, Inc.'s plan?

Kadence Wealth, Inc.'s plan reported $117K in assets and 3 participants for 2025.

Original filing (PDF)20260430220557NAL0000224243028

Kadence Wealth, Inc.

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

Form 5500-SF

FILING_RECEIVED

Kadence Wealth 401(k) Plan

401(k) retirement plan · Kadence Wealth, Inc.'s Kadence Wealth 401(k) Plan held $117K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$117K

Net assets (EOY)

$117K

People on this filing

Elantha Barry signed Kadence Wealth, Inc.'s 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Kadence Wealth, Inc.'s EIN is 82-3858921.

EIN 82-3858921

Plan number 001

Plan year 2025

ACK ID 20260430220557NAL0000224243028

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kadence Wealth, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kadence Wealth, Inc.'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 KADENCE WEALTH, INC..

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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