How big is KBKB, Ltd.'s plan?

KBKB, Ltd.'s plan reported $8.9M in assets and 12 participants for 2025.

Original filing (PDF)20260325151330NAL0006253600001

KBKB, Ltd.

Name: KBKB, Ltd. — KBKB, Ltd. Retirement Savings Plan, Form 5500 (2025)
Creator: KBKB, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KBKB, Ltd. Retirement Savings Plan

401(k) retirement plan · KBKB, Ltd.'s KBKB, Ltd. Retirement Savings Plan held $8.9M in plan assets for 12 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.9M

Net assets (EOY)

$8.9M

People on this filing

Sanford Bokor signed KBKB, Ltd.'s 2025 Form 5500 as plan administrator.

Sanford Bokor — 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

KBKB, Ltd.'s EIN is 36-3553179.

EIN 36-3553179

Plan number 002

Plan year 2025

ACK ID 20260325151330NAL0006253600001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

KBKB, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Plan sponsor

Name

KBKB, LTD.

EIN

all filings

Address

6201 W. HOWARD ST. · STE. 201 · NILES, IL · 60714

Phone

(847) 675-3585

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-25

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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