How big is KBC Advisors Holdings, LLC's plan?

KBC Advisors Holdings, LLC's plan reported $9.4M in assets and 131 participants for 2024.

Original filing (PDF)20251009154740NAL0011792384001

KBC Advisors Holdings, LLC

Name: KBC Advisors Holdings, LLC — KBC Advisors, LLC, Form 5500 (2024)
Creator: KBC Advisors Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KBC Advisors, LLC 401(k) Retirement Plan

401(k) retirement plan · KBC Advisors Holdings, LLC's KBC Advisors, LLC 401(k) Retirement Plan held $9.4M in plan assets for 131 participants in 2024.

Signals · 1

No auditor on file

Active participants

131

Accounts w/ balance

139

Plan assets (EOY)

$9.4M

Net assets (EOY)

$9.4M

People on this filing

ALEX Kendrew signed KBC Advisors Holdings, LLC's 2024 Form 5500 as plan administrator.

ALEX Kendrew — 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

KBC Advisors Holdings, LLC's EIN is 87-3449051.

EIN 87-3449051

Plan number 001

Plan year 2024

ACK ID 20251009154740NAL0011792384001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KBC Advisors Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KBC Advisors Holdings, 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 KBC ADVISORS HOLDINGS, LLC.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off