· 2022–2024 · DOL EFAST2

KUETHE WEALTH PLANNING LLC — KUETHE WEALTH PLANNING LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250508233309NAL0019221248001

KUETHE WEALTH PLANNING LLC

Form 5500-SF

FILING_RECEIVED

KUETHE WEALTH PLANNING LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$304K

Net assets (EOY)

$304K

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

84

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KUETHE WEALTH PLANNING LLC.

Plan sponsor

Name

KUETHE WEALTH PLANNING LLC

EIN

86-2292945all filings

Address

6361 BRANCH HILL GUINEA PIKE · LOVELAND, OH · 451409498

Phone

(513) 248-9222

Industry

Finance & Insurancesee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

FOSTER & WOOD, INC.

FOSTER & WOOD RETIREMENT PLAN

$304K · 2 participants

SUGI CAPITAL MANAGEMENT

SUGI CAPITAL MANAGEMENT 401(K) PLAN

$304K · 2 participants

BERKELEY SKYDECK FUND 1 GP, LLC

BERKELEY SKYDECK FUND 1 GP, LLC 401(K) PLAN

$304K · 3 participants

EMISSARY WEALTH

EMISSARY WEALTH 401(K) PLAN

$304K · 7 participants

ARSENAL FINANCIAL, LLC

ARSENAL FINANCIAL, LLC 401(K) PLAN

$304K · 3 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.