How big is CBK Ventures, LLC's plan?

CBK Ventures, LLC's plan reported $798K in assets and 14 participants for 2025.

Original filing (PDF)20260514140410NAL0008524385001

CBK Ventures, LLC

Name: CBK Ventures, LLC — Klein Orthodontics 401(k) Plan, Form 5500 (2025)
Creator: CBK Ventures, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Klein Orthodontics 401(k) Plan

401(k) retirement plan · CBK Ventures, LLC's Klein Orthodontics 401(k) Plan held $798K in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$798K

Net assets (EOY)

$798K

People on this filing

Anthony Warren signed CBK Ventures, LLC's 2025 Form 5500 as plan administrator.

Anthony Warren — 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

CBK Ventures, LLC's EIN is 83-3811828.

EIN 83-3811828

Plan number 001

Plan year 2025

ACK ID 20260514140410NAL0008524385001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

CBK Ventures, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CBK VENTURES, 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