How big is KBC Advisors Inc.'s plan?

KBC Advisors Inc.'s plan reported $4.3M in assets and 118 participants for 2022.

Original filing (PDF)20230719151242NAL0004503522001

KBC Advisors Inc.

Name: KBC Advisors Inc. — KBC Advisors Inc. 401(k), Form 5500 (2022)
Creator: KBC Advisors Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KBC Advisors Inc. 401(k) Retirement Plan

401(k) retirement plan · KBC Advisors Inc.'s KBC Advisors Inc. 401(k) Retirement Plan held $4.3M in plan assets for 118 participants in 2022.

Active participants

118

Accounts w/ balance

111

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

People on this filing

Jane Schermer signed KBC Advisors Inc.'s 2022 Form 5500 as plan administrator.

Jane Schermer — 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

KBC Advisors Inc.'s EIN is 81-3489415.

EIN 81-3489415

Plan number 001

Plan year 2022

ACK ID 20230719151242NAL0004503522001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for KBC Advisors Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

KBC Advisors Inc.'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 KBC ADVISORS INC.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score