Sponsor portfolio
KILEY JUERGENS WEALTH MANAGEMENT, LLC
EIN 27-0811624financial servicesLatest filing 2025
Plans
1
Retirement
1
$8.4M assets
Welfare
0
Participants
29
2409 PACIFIC AVENUE SE - OLYMPIA, WA 98501360-350-4747kj-wm.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 | KILEY JUERGENS WEALTH MANAGEMENT, LLC 401(K) PLAN | 401k | $8.4M | 29 | 2025 |
Retirement plans