How big is KIM Barton Group, LLC's plan?

KIM Barton Group, LLC's plan reported $718K in assets and 3 participants for 2025.

Original filing (PDF)20260326083219NAL0004609089001

KIM Barton Group, LLC

Name: KIM Barton Group, LLC — KIM Barton Group 401(k), Form 5500 (2025)
Creator: KIM Barton Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KIM Barton Group 401(k)

401(k) retirement plan · KIM Barton Group, LLC's KIM Barton Group 401(k) held $718K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$718K

Net assets (EOY)

$718K

Plan identifiers

KIM Barton Group, LLC's EIN is 82-3013766.

EIN 82-3013766

Plan number 001

Plan year 2025

ACK ID 20260326083219NAL0004609089001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for KIM Barton Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

KIM Barton Group, 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 KIM BARTON GROUP, 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