OpenERISA

K3 Holdings, LLC DBA Refine Wealth Strategies

Minnetonka, MN, 55305

EIN 88-2374965
Plans
1
Total participants
74
Filing years
2024, 2025, 2023, 2022
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500-SF001K3 Holdings, LLC DBA Refine Wealth Strategies20
2024Form 5500-SF001K3 Holdings, LLC DBA Refine Wealth Strategies20
2023Form 5500-SF001K3 Holdings, LLC DBA Refine Wealth Strategies18
2022Form 5500-SF001K3 Holdings, LLC DBA Refine Wealth Strategies16

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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