How big is Kurt Fillmore's plan?

Kurt Fillmore's plan reported $371K in assets and 6 participants for 2022.

Original filing (PDF)20230717142757NAL0035436672001

Kurt Fillmore

Name: Kurt Fillmore — Wealth TRAC Financial LLC 401(k), Form 5500 (2022)
Creator: Kurt Fillmore
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealth TRAC Financial LLC 401(k) Plan

Defined-contribution retirement plan · Kurt Fillmore's Wealth TRAC Financial LLC 401(k) Plan held $371K in plan assets for 6 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$371K

Net assets (EOY)

$371K

People on this filing

Erika Fillmore signed Kurt Fillmore's 2022 Form 5500 as plan administrator.

Erika Fillmore — 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

Kurt Fillmore's EIN is 92-0996693.

EIN 92-0996693

Plan number 001

Plan year 2022

ACK ID 20230717142757NAL0035436672001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Kurt Fillmore from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Kurt Fillmore's plan includes automatic enrollment.

Decision-maker contacts

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

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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 (89th percentile).

Plan sponsor

Name

KURT FILLMORE

EIN

all filings

Address

31390 FROMM CT · BINGHAM FARMS, MI · 48025

Phone

(248) 385-2385

Industry

Finance & Insurance

Plan administrator