How big is KBK Management, LLC.'s plan?

KBK Management, LLC.'s plan reported $375K in assets and 7 participants for 2024.

Original filing (PDF)20250827142141NAL0009647665001

KBK Management, LLC.

Name: KBK Management, LLC. — KBK Management, LLC. 401(k), Form 5500 (2024)
Creator: KBK Management, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KBK Management, LLC. 401(k) Plan

401(k) retirement plan · KBK Management, LLC.'s KBK Management, LLC. 401(k) Plan held $375K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$375K

Net assets (EOY)

$375K

People on this filing

Kelly Brennan-Kleyn signed KBK Management, LLC.'s 2024 Form 5500 as plan administrator.

Kelly Brennan-Kleyn — 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

KBK Management, LLC.'s EIN is 47-3067052.

EIN 47-3067052

Plan number 001

Plan year 2024

ACK ID 20250827142141NAL0009647665001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KBK Management, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KBK Management, LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KBK MANAGEMENT, 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