How big is Kevin Guille Strategic Wealth Management, LLC's plan?

Kevin Guille Strategic Wealth Management, LLC's plan reported $309K in assets and 3 participants for 2024.

Original filing (PDF)20251003142334NAL0001505889001

Kevin Guille Strategic Wealth Management, LLC

Name: Kevin Guille Strategic Wealth Management, LLC — Form 5500 Plan 001 (2024)
Creator: Kevin Guille Strategic Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SWM 401(k) Plan

401(k) retirement plan · Kevin Guille Strategic Wealth Management, LLC's SWM 401(k) Plan held $309K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$309K

Net assets (EOY)

$309K

Plan identifiers

Kevin Guille Strategic Wealth Management, LLC's EIN is 93-1760164.

EIN 93-1760164

Plan number 001

Plan year 2024

ACK ID 20251003142334NAL0001505889001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kevin Guille Strategic Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kevin Guille Strategic Wealth Management, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEVIN GUILLE STRATEGIC 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