How big is KH Wealth Management, LLC's plan?

KH Wealth Management, LLC's plan reported $226K in assets and 2 participants for 2025.

Original filing (PDF)20260422073757NAL0001837907001

KH Wealth Management, LLC

Name: KH Wealth Management, LLC — KH Wealth Management, Form 5500 (2025)
Creator: KH Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KH Wealth Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · KH Wealth Management, LLC's KH Wealth Management, LLC 401(k) Profit Sharing Plan held $226K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$226K

Net assets (EOY)

$226K

People on this filing

Anthony Warren signed KH Wealth Management, LLC's 2025 Form 5500 as plan administrator.

Anthony Warren — 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

KH Wealth Management, LLC's EIN is 87-3971376.

EIN 87-3971376

Plan number 001

Plan year 2025

ACK ID 20260422073757NAL0001837907001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for KH Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

KH Wealth Management, 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 KH WEALTH MANAGEMENT, 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 (94th percentile).

Plan sponsor

Name

KH WEALTH MANAGEMENT, LLC

EIN

all filings

Address

3201 ENTERPRISE PARKWAY · SUITE 400 · BEACHWOOD, OH · 44122

Phone

(216) 468-0355

Industry

Finance & Insurance

Plan administrator