· 2022–2024 · DOL EFAST2

KB Advising LLC — KB Advising LLC 401(k) Plan, Form 5500 (2025)

Original filing (PDF)20260427221112NAL0005149203026

KB Advising LLC

Form 5500-SF

FILING_RECEIVED

KB Advising LLC 401(k) Plan

401(k) retirement plan · KB Advising LLC's KB Advising LLC 401(k) Plan held $459K in plan assets for 5 participants in 2025.

Active participants

5

Accounts w/ balance

6

Plan assets (EOY)

$459K

Net assets (EOY)

$459K

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

86

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KB ADVISING LLC.

Plan sponsor

Name

KB ADVISING LLC

EIN

85-3661836all filings

Address

1169 CURVE STREET · AUSTIN, TX · 78702

Phone

(337) 513-9455

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

Intellecteu Inc.

Intellecteu 401(k) Plan

$459K · 3 participants

Divinity Veterinary Services L

Divinity Veterinary Services L 401(k) Profit Sharing Plan & Trust

$459K · 11 participants

Towne Advisory Services Corporation

Towne Advisory Services Corporation

$459K · 9 participants

Carlos Jeep Rental Inc.

Carlos Jeep Retirement Plan

$459K · 8 participants

Petrocatalytics LLC

Petrocatalytics LLC - 401(k)

$459K · 3 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.