Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KGE WEALTH MANAGEMENT
EIN 46-5645302financial servicesLatest filing 2025
Plans
2
Retirement
2
$9.1M assets
Welfare
0
Participants
15
5959 TOPANGA CANYON BLVD, SUITE 250 - WOODLAND HILLS, CA 91367747-900-6817kgewm.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.1M assets / 15 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KGE WEALTH MANAGEMENT, INC. 401(K) PLAN
401k
Assets$5.2M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KGE WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.9M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KGE WEALTH MANAGEMENT, INC. 401(K) PLAN | 401k | $5.2M | 8 | 2025 | |
| 002 | KGE WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.9M | 7 | 2025 |
Retirement plans