How big is K & M Advisors LLC's plan?

K & M Advisors LLC's plan reported $1.8M in assets and 13 participants for 2025.

Original filing (PDF)20260511090459NAL0005756065001

K & M Advisors LLC

Name: K & M Advisors LLC — K & M Advisors LLC 401(k), Form 5500 (2025)
Creator: K & M Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

K & M Advisors LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · K & M Advisors LLC's K & M Advisors LLC 401(k) Profit Sharing Plan & Trust held $1.8M in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Alfonso Guzman signed K & M Advisors LLC's 2025 Form 5500 as plan administrator.

Alfonso Guzman — 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

K & M Advisors LLC's EIN is 33-1196162.

EIN 33-1196162

Plan number 001

Plan year 2025

ACK ID 20260511090459NAL0005756065001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for K & M Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

K & M Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for K & M ADVISORS LLC.

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 (88th percentile).

Plan sponsor

Name

K & M ADVISORS LLC

EIN

all filings

Address

7200 WISCONSIN AVE · STE 750 · BETHESDA, MD · 208147222

Phone

(202) 861-5632

Industry

Other Services (ex. Public Admin)

Plan administrator