How big is Kamichu Wealth Management's plan?

Kamichu Wealth Management's plan reported $765K in assets and 24 participants for 2024.

Original filing (PDF)20250619051819NAL0007526850001

Kamichu Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Smooth River Wealth Management 401(k)

401(k) retirement plan · Kamichu Wealth Management's Smooth River Wealth Management 401(k) held $765K in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$765K

Net assets (EOY)

$765K

People on this filing

ED Pizio signed Kamichu Wealth Management's 2024 Form 5500 as plan administrator.

ED Pizio — 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

Kamichu Wealth Management's EIN is 83-0949535.

EIN 83-0949535

Plan number 001

Plan year 2024

ACK ID 20250619051819NAL0007526850001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Kamichu Wealth Management'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 KAMICHU WEALTH MANAGEMENT.

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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

Knocking points off