How big is KBN Advisors, LLP's plan?

KBN Advisors, LLP's plan reported $2.1M in assets and 13 participants for 2025.

Original filing (PDF)20260521130955NAL0002626323001

KBN Advisors, LLP

Name: KBN Advisors, LLP — KBN Advisors LLP 401(k) Plan, Form 5500 (2025)
Creator: KBN Advisors, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KBN Advisors LLP 401(k) Plan

401(k) retirement plan · KBN Advisors, LLP's KBN Advisors LLP 401(k) Plan held $2.1M in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

GREG Barrett signed KBN Advisors, LLP's 2025 Form 5500 as plan administrator.

GREG Barrett — 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

KBN Advisors, LLP's EIN is 34-1412371.

EIN 34-1412371

Plan number 001

Plan year 2025

ACK ID 20260521130955NAL0002626323001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for KBN Advisors, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

KBN Advisors, LLP's plan includes automatic enrollment, profit-sharing, a 401(k) feature, a self-directed brokerage window, 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 KBN ADVISORS, LLP.

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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