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K.P. FINANCIAL MANAGEMENT, LLC DBA CAISSA WEALTH STRATEGIES

EIN 27-0584511-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$2.1M assets
Welfare
0
Participants
11
7825 WASHINGTON AVENUE S. - BLOOMINGTON, MN 55439952-777-2273
Plans on this EIN
1 filing
#001401k-$2.1M - 11 part

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Retirement#001

K.P. FINANCIAL MANAGEMENT, LLC DBA CAISSA WEALTH STRATEGIES ROTH 401(K) PLAN

401k

Assets$2.1M
Participants11
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001K.P. FINANCIAL MANAGEMENT, LLC DBA CAISSA WEALTH STRATEGIES ROTH 401(K) PLAN401k$2.1M112025
Retirement plans
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