Kirke Financial Services, L.l.c. 401(k) Plan: Login, Facts & Contact Information

Kirke Financial Services, L.l.c. 401(k) Plan Facts

Plan name
WILD ROSE ENTERTAINMENT, LLLP 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
KIRKE FINANCIAL SERVICES, L.L.C.
Participants
461 (377 active employees)
Former employees with a balance
80
Plan assets
$15,503,510 at Dec 31, 2024
Average account balance
$37,090 across 418 accounts
Employer contributions
$503,143 in plan year 2024 (36% of all contributions)
Recordkeeper
Empower Annutiy Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1979
✓ Employer contributions— Automatic enrollment— Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 2, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.41 million went into the plan in contributions, $503,143 of it from the employer (36%).
  • $1.73 million was paid out to participants.
  • Investment and other income added $1.66 million.
  • Administrative expenses were $117,772, about $282 per account.

How the Kirke Financial Services, L.l.c. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019523$11.1 million$465,885$504,208
2020544$12.1 million$347,733$1.22 million
2021457$14.4 million$388,458$489,987
2022425$12.9 million$397,194$767,848
2023449$14.3 million$440,967$1.62 million
2024461$15.5 million$503,143$1.73 million

Kirke Financial Services, L.l.c. 401(k) Contact Information

Phone
515-248-1776
Mailing address
5465 MILLS CIVIC PARKWAY SUITE 400, WEST DES MOINES IA 50266
Plan sponsor
KIRKE FINANCIAL SERVICES, L.L.C.
Plan administrator
THE FINWAY GROUP
Employer identification number (EIN)
42-1489727
Plan number
001

Questions about the Kirke Financial Services, L.l.c. 401(k)

Does Kirke Financial Services, L.l.c contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $503,143, 36% of all contributions.

Does the Kirke Financial Services, L.l.c 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Kirke Financial Services, L.l.c 401(k) plan?

461 participants at the start of plan year 2024, 377 of them active employees, and 80 former employees who still had money in the plan.

What is the average 401(k) balance at Kirke Financial Services, L.l.c?

About $37,090 per account: $15.5 million in plan assets across 418 accounts with a balance at the end of plan year 2024.

Who manages the Kirke Financial Services, L.l.c 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUTIY INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Kirke Financial Services, L.l.c. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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