How big is KWM Hospitality, LLC's plan?

KWM Hospitality, LLC's plan reported $257K in assets and 14 participants for 2024.

Original filing (PDF)20250707140905NAL0008844850001

KWM Hospitality, LLC

Name: KWM Hospitality, LLC — KWM Hospitality, LLC 401(k), Form 5500 (2024)
Creator: KWM Hospitality, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KWM Hospitality, LLC 401(k) Plan

401(k) retirement plan · KWM Hospitality, LLC's KWM Hospitality, LLC 401(k) Plan held $257K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$257K

Net assets (EOY)

$257K

People on this filing

Katherine Wade signed KWM Hospitality, LLC's 2024 Form 5500 as plan administrator.

Katherine Wade — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

KWM Hospitality, LLC's EIN is 86-2477123.

EIN 86-2477123

Plan number 001

Plan year 2024

ACK ID 20250707140905NAL0008844850001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KWM Hospitality, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KWM HOSPITALITY, 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 (91st percentile).

Plan sponsor

Name

KWM HOSPITALITY, LLC

EIN

all filings

Address

3770 LAKE BOONE TRAIL · RALEIGH, NC · 27607

Phone

(919) 610-8375

Industry

Accommodation & Food Services

Plan administrator