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K3 HOLDINGS, LLC DBA REFINE WEALTH STRATEGIES

EIN 88-2374965-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$2.7M assets
Welfare
0
Participants
22
1200 FORD ROAD - MINNETONKA, MN 55305952-224-7951
Plans on this EIN
1 filing
#001401k-$2.7M - 22 part

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Retirement#001

K3 HOLDINGS, LLC DBA REFINE WEALTH STRATEGIES

401k

Assets$2.7M
Participants22
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001K3 HOLDINGS, LLC DBA REFINE WEALTH STRATEGIES401k$2.7M222025
Retirement plans
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