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

OKIM Wealth Management, LLC's plan reported $1.3M in assets and 3 participants for 2024.

Original filing (PDF)20250915070850NAL0000553443001

OKIM Wealth Management, LLC

Name: OKIM Wealth Management, LLC — OKIM Wealth Management, Form 5500 (2024)
Creator: OKIM Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OKIM Wealth Management, LLC 401(k) Plan

401(k) retirement plan · OKIM Wealth Management, LLC's OKIM Wealth Management, LLC 401(k) Plan held $1.3M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

OKIM Wealth Management, LLC's EIN is 93-4015521.

EIN 93-4015521

Plan number 001

Plan year 2024

ACK ID 20250915070850NAL0000553443001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

OKIM Wealth Management, LLC's plan includes profit-sharing, 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 OKIM WEALTH MANAGEMENT, LLC.

Finding similar companies…

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