Original filing (PDF)20250512142323NAL0038726066001

KINCAID RETIREMENT AND WEALTH MANAGEMENT

Name: KINCAID RETIREMENT AND WEALTH MANAGEMENT — KRWM 401K PLAN, Form 5500 (2024)
Creator: KINCAID RETIREMENT AND WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

KRWM 401K PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$284K

Net assets (EOY)

$284K

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 (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KINCAID RETIREMENT AND WEALTH MANAGEMENT.

Plan sponsor

Name

KINCAID RETIREMENT AND WEALTH MANAGEMENT

EIN

83-3819391all filings

Address

9 CALEDON CT, STE B · GREENVILLE, SC · 29615

Phone

(864) 501-3416

Industry

Finance & Insurancesee all

Plan administrator