Sponsor portfolio
KH WEALTH MANAGEMENT, LLC
EIN 87-3971376Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$226K assets
Welfare
0
Participants
4
3201 ENTERPRISE PARKWAY, SUITE 400 - BEACHWOOD, OH 44122216-468-0355
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 | KH WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | 401k | $226K | 4 | 2025 |
Retirement plans