How big is CB III LLC's plan?

CB III LLC's plan reported $508K in assets and 5 participants for 2024.

Original filing (PDF)20250606114300NAL0021549824001

CB III LLC

Name: CB III LLC — KIKI RISA Clothing 401(k) Plan, Form 5500 (2024)
Creator: CB III LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KIKI RISA Clothing 401(k) Plan

401(k) retirement plan · CB III LLC's KIKI RISA Clothing 401(k) Plan held $508K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$508K

Net assets (EOY)

$508K

People on this filing

John Fortenberry signed CB III LLC's 2024 Form 5500 as plan administrator.

John Fortenberry — 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

CB III LLC's EIN is 59-3640128.

EIN 59-3640128

Plan number 001

Plan year 2024

ACK ID 20250606114300NAL0021549824001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CB III 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 average account balance (88th percentile).

Plan sponsor

Name

CB III LLC

EIN

all filings

Address

36236 EMERALD COAST PKWY SUITE E · DESTIN, FL · 32541

Phone

(850) 259-1120

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-06

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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