How big is KB-WIM LLC's plan?

KB-WIM LLC's plan reported $331K in assets and 8 participants for 2024.

Original filing (PDF)20250410121949NAL0042696482001

KB-WIM LLC

Name: KB-WIM LLC — KB-WIM LLC 401(k) Profit Sharing Plan &, Form 5500 (2024)
Creator: KB-WIM LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KB-WIM LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · KB-WIM LLC's KB-WIM LLC 401(k) Profit Sharing Plan & Trust held $331K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$331K

Net assets (EOY)

$331K

People on this filing

Doris Lee signed KB-WIM LLC's 2024 Form 5500 as plan administrator.

Doris Lee — 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-WIM LLC's EIN is 82-2857233.

EIN 82-2857233

Plan number 001

Plan year 2024

ACK ID 20250410121949NAL0042696482001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

KB-WIM 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-WIM 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 (92nd percentile).

Plan sponsor

Name

KB-WIM LLC

EIN

all filings

Address

20 PIDGEON HILL DR STE 201 · STERLING, VA · 201656134

Phone

(703) 200-2286

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator