How big is AKW Financial, LLC's plan?

AKW Financial, LLC's plan reported $9K in assets and 4 participants for 2025.

Original filing (PDF)20260501220100NAL0001973216031

AKW Financial, LLC

Name: AKW Financial, LLC — AKW Financial, LLC 401(k) Plan, Form 5500 (2025)
Creator: AKW Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AKW Financial, LLC 401(k) Plan

401(k) retirement plan · AKW Financial, LLC's AKW Financial, LLC 401(k) Plan held $9K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9K

Net assets (EOY)

$9K

Plan identifiers

AKW Financial, LLC's EIN is 83-3543241.

EIN 83-3543241

Plan number 001

Plan year 2025

ACK ID 20260501220100NAL0001973216031

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for AKW Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

AKW Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

AKW FINANCIAL, LLC

EIN

all filings

Address

805 SE MAPLELEAF LANE · WAUKEE, IA · 50263

Phone

(515) 671-2952

Industry

Professional & Technical Services

Plan administrator