Original filing (PDF)20250917155649NAL0000672784001

KPWG LLC D/B/A KANA PRIVATE WEALTH GROUP

Name: KPWG LLC D/B/A KANA PRIVATE WEALTH GROUP — KANA 401(K) PLAN, Form 5500 (2024)
Creator: KPWG LLC D/B/A KANA PRIVATE WEALTH GROUP

Form 5500-SF

FILING_RECEIVED

KANA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$399K

Net assets (EOY)

$399K

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 (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KPWG LLC D/B/A KANA PRIVATE WEALTH GROUP.

Plan sponsor

Name

KPWG LLC D/B/A KANA PRIVATE WEALTH GROUP

EIN

83-3764184

Address

8875 HIDDEN RIVER PARKWAY · SUITE 300 · TAMPA, FL · 33637

Phone

(703) 999-0924

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator