How big is KMB Associates PLLC's plan?

KMB Associates PLLC's plan reported $612K in assets and 8 participants for 2024.

Original filing (PDF)20251008134614NAL0003327251001

KMB Associates PLLC

Name: KMB Associates PLLC — KMB Associates PLLC 401(k), Form 5500 (2024)
Creator: KMB Associates PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KMB Associates PLLC 401(k)

401(k) retirement plan · KMB Associates PLLC's KMB Associates PLLC 401(k) held $612K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$612K

Net assets (EOY)

$612K

People on this filing

Karen Arguello signed KMB Associates PLLC's 2024 Form 5500 as plan administrator.

Karen Arguello — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

KMB Associates PLLC's EIN is 27-2907979.

EIN 27-2907979

Plan number 001

Plan year 2024

ACK ID 20251008134614NAL0003327251001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KMB Associates PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KMB Associates PLLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KMB ASSOCIATES PLLC.

Finding similar companies…

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

KMB ASSOCIATES PLLC

EIN

all filings

Address

938 ALDINE BENDER RD · HOUSTON, TX · 77032

Phone

(818) 306-0149

Industry

Health Care & Social Assistance

Plan administrator