How big is KB Financial Advisors LLC's plan?

KB Financial Advisors LLC's plan reported $13K in assets and 4 participants for 2025.

Original filing (PDF)20260428220612NAL0015754320054

KB Financial Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

KB Financial Advisors LLC 401(k) Plan

401(k) retirement plan · KB Financial Advisors LLC's KB Financial Advisors LLC 401(k) Plan held $13K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13K

Net assets (EOY)

$13K

People on this filing

Elantha Barry signed KB Financial Advisors LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

KB Financial Advisors LLC's EIN is 47-4529228.

EIN 47-4529228

Plan number 001

Plan year 2025

ACK ID 20260428220612NAL0015754320054

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

KB Financial 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 KB FINANCIAL ADVISORS LLC.

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Plan health score

Above-average plan

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