· 2022–2024 · DOL EFAST2

Kyros Private Wealth LLC — Kyros Private Wealth LLC, Form 5500 (2025)

Original filing (PDF)20260613144530NAL0007297187001

Kyros Private Wealth LLC

Form 5500-SF

FILING_RECEIVED

Kyros Private Wealth LLC 401(k) Plan

401(k) retirement plan · Kyros Private Wealth LLC's Kyros Private Wealth LLC 401(k) Plan held $33K in plan assets for 1 participants in 2025.

Active participants

1

Accounts w/ balance

1

Plan assets (EOY)

$33K

Net assets (EOY)

$33K

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

75

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KYROS PRIVATE WEALTH LLC.

Plan sponsor

Name

KYROS PRIVATE WEALTH LLC

EIN

99-2719475all filings

Address

999 VANDERBILT BEACH RD STE 60 · NAPLES, FL · 34108

Phone

(239) 799-2424

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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