Original filing (PDF)20241001100944NAL0012086912001

KBVC INVESTMENTS LLC

Name: KBVC INVESTMENTS LLC — KBVC INVESTMENTS LLC 401(K) RETIREMENT PLAN, Form 5500 (2023)
Creator: KBVC INVESTMENTS LLC

Form 5500-SF

FILING_RECEIVED

KBVC INVESTMENTS LLC 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KBVC INVESTMENTS LLC.

Plan sponsor

Name

KBVC INVESTMENTS LLC

EIN

20-8061127

Address

7570 HARWIN DR · HOUSTON, TX · 770361931

Phone

(713) 782-6448

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

OFFICE ENVIRONMENTS, INC.

OFFICE ENVIRONMENTS, INC. 401(K) PLAN

COSS, INC.

COSS, INC. PROFIT SHARING PLAN

UNVERFERTH INTERIORS

UNVERFERTH INTERIORS WELFARE PLAN

CARSON DELIVERY SERVICE LLC

CARSON DELIVERY SERVICE LLC 401(K) PROFIT SHARING PLAN & TRUST

PEAR LLC

PEAR LLC 401(K) PLAN