How big is Michael Ernest Kitces' plan?

Michael Ernest Kitces' plan reported $1.4M in assets and 23 participants for 2025.

Original filing (PDF)20260407220054NAL0016833794024

Michael Ernest Kitces

Name: Michael Ernest Kitces — Michael Ernest Kitces 401(k), Form 5500 (2025)
Creator: Michael Ernest Kitces
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Michael Ernest Kitces 401(k) Plan

401(k) retirement plan · Michael Ernest Kitces' Michael Ernest Kitces 401(k) Plan held $1.4M in plan assets for 23 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Michael Ernest Kitces' EIN is 85-1601566.

EIN 85-1601566

Plan number 001

Plan year 2025

ACK ID 20260407220054NAL0016833794024

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Michael Ernest Kitces from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Michael Ernest Kitces' 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 MICHAEL ERNEST KITCES.

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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