How big is Karsten Financial Group's plan?

Karsten Financial Group's plan reported $964K in assets and 3 participants for 2024.

Original filing (PDF)20250619142255NAL0001896275001

Karsten Financial Group

Name: Karsten Financial Group — Form 5500 (2024)
Creator: Karsten Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Karsten Financial Group held $964K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$964K

Net assets (EOY)

$964K

People on this filing

Brian Karsten signed Karsten Financial Group's 2024 Form 5500 as plan administrator.

Brian Karsten — 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

Karsten Financial Group's EIN is 83-2014070.

EIN 83-2014070

Plan number 001

Plan year 2024

ACK ID 20250619142255NAL0001896275001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Karsten Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Karsten Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KARSTEN FINANCIAL GROUP.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Plan sponsor

Name

KARSTEN FINANCIAL GROUP

EIN

all filings

Address

24 E. MAIN ST. · FREMONT, MI · 49412

Phone

(231) 557-0159

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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