Sponsor portfolio
KMG WEALTH MANAGEMENT, LLC
EIN 26-0350196financial servicesLatest filing 2025
Plans
1
Retirement
1
$938K assets
Welfare
0
Participants
8
4711 GOLF ROAD SUITE 705 - SKOKIE, IL 60076847-679-7889kmgwm.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KMG MONEY PLAN | 401k | $938K | 8 | 2025 |
Retirement plans