How big is OLEY Kinser Concierge Wealth, LLC's plan?

OLEY Kinser Concierge Wealth, LLC's plan reported $1.6M in assets and 7 participants for 2025.

Original filing (PDF)20260408101250NAL0012113971001

OLEY Kinser Concierge Wealth, LLC

Name: OLEY Kinser Concierge Wealth, LLC — OLEY Kinser, Form 5500 (2025)
Creator: OLEY Kinser Concierge Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OLEY Kinser Concierge Wealth, LLC 401(k) Plan

401(k) retirement plan · OLEY Kinser Concierge Wealth, LLC's OLEY Kinser Concierge Wealth, LLC 401(k) Plan held $1.6M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

OLEY Kinser Concierge Wealth, LLC's EIN is 83-0539325.

EIN 83-0539325

Plan number 001

Plan year 2025

ACK ID 20260408101250NAL0012113971001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for OLEY Kinser Concierge Wealth, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

OLEY Kinser Concierge Wealth, 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 OLEY KINSER CONCIERGE WEALTH, 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