How big is Kercheville Advisors, LLC's plan?

Kercheville Advisors, LLC's plan reported $2.2M in assets and 4 participants for 2025.

Original filing (PDF)20260420120906NAL0002397776001

Kercheville Advisors, LLC

Name: Kercheville Advisors, LLC — Kercheville Advisors, Form 5500 (2025)
Creator: Kercheville Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kercheville Advisors, LLC 401(k) Plan

401(k) retirement plan · Kercheville Advisors, LLC's Kercheville Advisors, LLC 401(k) Plan held $2.2M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

KIM Wolf signed Kercheville Advisors, LLC's 2025 Form 5500 as plan administrator.

KIM Wolf — 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

Kercheville Advisors, LLC's EIN is 46-3542675.

EIN 46-3542675

Plan number 003

Plan year 2025

ACK ID 20260420120906NAL0002397776001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Kercheville Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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