How big is KWG Holdings, PLLC's plan?

KWG Holdings, PLLC's plan reported $252K in assets and 11 participants for 2025.

Original filing (PDF)20260512113221NAL0013428034001

KWG Holdings, PLLC

Name: KWG Holdings, PLLC — KWG Holdings, PLLC 401(k) Plan, Form 5500 (2025)
Creator: KWG Holdings, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KWG Holdings, PLLC 401(k) Plan

401(k) retirement plan · KWG Holdings, PLLC's KWG Holdings, PLLC 401(k) Plan held $252K in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$252K

Net assets (EOY)

$252K

People on this filing

Kyle Gopffarth signed KWG Holdings, PLLC's 2025 Form 5500 as plan administrator.

Kyle Gopffarth — 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

KWG Holdings, PLLC's EIN is 88-3094808.

EIN 88-3094808

Plan number 001

Plan year 2025

ACK ID 20260512113221NAL0013428034001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for KWG Holdings, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

KWG Holdings, PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KWG HOLDINGS, PLLC.

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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