Original filing (PDF)20250720110547NAL0000779058001

KBFG SECURITIES AMERICA INC

Name: KBFG SECURITIES AMERICA INC — KBFG SECURITIES AMERICA INC 401K PLAN, Form 5500 (2024)
Creator: KBFG SECURITIES AMERICA INC

Form 5500-SF

FILING_RECEIVED

KBFG SECURITIES AMERICA INC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$129K

Net assets (EOY)

$129K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KBFG SECURITIES AMERICA INC.

Plan sponsor

Name

KBFG SECURITIES AMERICA INC

EIN

13-3848457all filings

Address

1370 AVENUE OF THE AMERICAS · STE 2700 · NEW YORK, NY · 10019

Phone

(212) 265-2881

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

COX, KLUGH & COMPANY, LLC

COX, KLUGH & COMPANY, LLC 401(K) PLAN

$130K · 6 participants

LYNCH RETIREMENT INVESTMENT

LYNCH RETIREMENT INVESTMENT 401(K) PROFIT SHARING PLAN & TRUST

$130K · 6 participants

DOUGHERTY & ASSOCIATES

DOUGHERTY & ASSOCIATES 401 (K) PLAN

$128K · 4 participants

CALLAWAY FINANCIAL SERVICES

CALLAWAY FINANCIAL SERVICES 401K PLAN

$131K · 1 participants

PRICE INVESTMENT GROUP, INC.

PRICE INVESTMENT GROUP CASH BALANCE PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.