How big is KBL Associates LLC's plan?

KBL Associates LLC's plan reported $1.6M in assets and 16 participants for 2024.

Original filing (PDF)20250627075803NAL0013469264001

KBL Associates LLC

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

Form 5500-SF

FILING_RECEIVED

KBL Associates LLC 401(k) Plan

401(k) retirement plan · KBL Associates LLC's KBL Associates LLC 401(k) Plan held $1.6M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Roger Bristol signed KBL Associates LLC's 2024 Form 5500 as plan administrator.

Roger Bristol — 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

KBL Associates LLC's EIN is 47-5286553.

EIN 47-5286553

Plan number 001

Plan year 2024

ACK ID 20250627075803NAL0013469264001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

KBL Associates LLC's plan includes profit-sharing, a 401(k) feature, 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 KBL ASSOCIATES 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

KBL ASSOCIATES LLC

EIN

all filings

Address

5117 SANGAMORE ROAD · BETHESDA, MD · 20816

Phone

(240) 222-2881

Industry

Professional & Technical Services

Plan administrator