How big is Austria-Kenney Wealth Management's plan?

Austria-Kenney Wealth Management's plan reported $219K in assets and 2 participants for 2024.

Original filing (PDF)20251002131146NAL0000501521001

Austria-Kenney Wealth Management

Name: Austria-Kenney Wealth Management — Austria-Kenney, Form 5500 (2024)
Creator: Austria-Kenney Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Austria-Kenney Financial Group 401(k) Plan

401(k) retirement plan · Austria-Kenney Wealth Management's Austria-Kenney Financial Group 401(k) Plan held $219K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$219K

Net assets (EOY)

$219K

People on this filing

Theresa Austria-Kenney signed Austria-Kenney Wealth Management's 2024 Form 5500 as plan administrator.

Theresa Austria-Kenney — 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

Austria-Kenney Wealth Management's EIN is 87-0805120.

EIN 87-0805120

Plan number 001

Plan year 2024

ACK ID 20251002131146NAL0000501521001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Austria-Kenney Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Austria-Kenney Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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