How big is Elkhorn Private Wealth's plan?

Elkhorn Private Wealth's plan reported $417K in assets and 4 participants for 2025.

Original filing (PDF)20260203122609NAL0002819408001

Elkhorn Private Wealth

Name: Elkhorn Private Wealth — Form 5500 (2025)
Creator: Elkhorn Private Wealth
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Elkhorn Private Wealth held $417K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$417K

Net assets (EOY)

$417K

Plan identifiers

Elkhorn Private Wealth's EIN is 87-2553374.

EIN 87-2553374

Plan number 001

Plan year 2025

ACK ID 20260203122609NAL0002819408001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Elkhorn Private Wealth from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Elkhorn Private Wealth'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 ELKHORN PRIVATE WEALTH.

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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 average account balance (89th percentile).

Plan sponsor

Name

ELKHORN PRIVATE WEALTH

EIN

all filings

Address

771 CORPORATE DR · SUITE 605 · LEXINGTON, KY · 40503

Phone

(859) 402-0080

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-02-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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