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  1. Companies/
  2. Kjerulf Goto Wealth Management, LLC

Filings through Oct 24, 2026.

Kjerulf Goto Wealth Management, LLC

EIN 86-2517609-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$346K assets
Health & Benefits
0
Participants
4
523 MAIN STREET E #4100 - MONMOUTH, OR 97361541-967-9328
Plans on this EIN
1 filing
#001401(k)-$346K - 4 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

KG-WM 401(K) PLAN

401(k)

Assets$346K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001KG-WM 401(K) PLAN401(k)$346K42025
  • KG-WM 401(K) PLAN$346K
    #001 · 401(k) · 20254
Retirement plans
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