How big is KM Wealth Management, LLC's plan?

KM Wealth Management, LLC's plan reported $880K in assets and 4 participants for 2024.

Original filing (PDF)20250929102731NAL0015051651001

KM Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

KM Wealth Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · KM Wealth Management, LLC's KM Wealth Management, LLC 401(k) Profit Sharing Plan held $880K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$880K

Net assets (EOY)

$880K

People on this filing

Sanjit Khara signed KM Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Sanjit Khara — 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

KM Wealth Management, LLC's EIN is 82-3994384.

EIN 82-3994384

Plan number 001

Plan year 2024

ACK ID 20250929102731NAL0015051651001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KM Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KM Wealth Management, 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 KM WEALTH 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