How big is KMG Fiduciary Partners, LLC's plan?

KMG Fiduciary Partners, LLC's plan reported $6.2M in assets and 13 participants for 2024.

Original filing (PDF)20250423104635NAL0005771985001

KMG Fiduciary Partners, LLC

Name: KMG Fiduciary Partners, LLC — KMG 401(k) Plan, Form 5500 (2024)
Creator: KMG Fiduciary Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KMG 401(k) Plan

401(k) retirement plan · KMG Fiduciary Partners, LLC's KMG 401(k) Plan held $6.2M in plan assets for 13 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

Plan identifiers

KMG Fiduciary Partners, LLC's EIN is 83-1985347.

EIN 83-1985347

Plan number 001

Plan year 2024

ACK ID 20250423104635NAL0005771985001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KMG Fiduciary Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KMG Fiduciary Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KMG FIDUCIARY PARTNERS, LLC.

Finding similar companies…

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