How big is K3 Holdings, LLC DBA Refine Wealth Strategies' plan?

K3 Holdings, LLC DBA Refine Wealth Strategies' plan reported $2.7M in assets and 20 participants for 2025.

Original filing (PDF)20260324073947NAL0002614865001

K3 Holdings, LLC DBA Refine Wealth Strategies

Name: K3 Holdings, LLC DBA Refine Wealth Strategies — Form 5500 (2025)
Creator: K3 Holdings, LLC DBA Refine Wealth Strategies
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · K3 Holdings, LLC DBA Refine Wealth Strategies held $2.7M in plan assets for 20 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Brian R Kelly signed K3 Holdings, LLC DBA Refine Wealth Strategies' 2025 Form 5500 as plan administrator.

Brian R Kelly — 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

K3 Holdings, LLC DBA Refine Wealth Strategies' EIN is 88-2374965.

EIN 88-2374965

Plan number 001

Plan year 2025

ACK ID 20260324073947NAL0002614865001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for K3 Holdings, LLC DBA Refine Wealth Strategies from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

K3 Holdings, LLC DBA Refine Wealth Strategies' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for K3 HOLDINGS, LLC DBA REFINE WEALTH STRATEGIES.

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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