How big is CBR Advisory, LLC's plan?

CBR Advisory, LLC's plan reported $216K in assets and 13 participants for 2025.

Original filing (PDF)20260422220825NAL0008842626035

CBR Advisory, LLC

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

Form 5500-SF

FILING_RECEIVED

CBR Advisory 401(k) Plan

401(k) retirement plan · CBR Advisory, LLC's CBR Advisory 401(k) Plan held $216K in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$216K

Net assets (EOY)

$216K

People on this filing

Elantha Barry signed CBR Advisory, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

CBR Advisory, LLC's EIN is 84-2409225.

EIN 84-2409225

Plan number 001

Plan year 2025

ACK ID 20260422220825NAL0008842626035

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

CBR Advisory, 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 CBR ADVISORY, 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