How big is NB Wealth, LLC's plan?

NB Wealth, LLC's plan reported $569K in assets and 6 participants for 2025.

Original filing (PDF)20260410124250NAL0014365984001

NB Wealth, LLC

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

Form 5500-SF

FILING_RECEIVED

NB Wealth, LLC 401(k) Plan

401(k) retirement plan · NB Wealth, LLC's NB Wealth, LLC 401(k) Plan held $569K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$569K

Net assets (EOY)

$569K

People on this filing

Christian Bryant signed NB Wealth, LLC's 2025 Form 5500 as plan administrator.

Christian Bryant — 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

NB Wealth, LLC's EIN is 87-4476580.

EIN 87-4476580

Plan number 001

Plan year 2025

ACK ID 20260410124250NAL0014365984001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

NB Wealth, 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 NB WEALTH, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Plan sponsor

Name

NB WEALTH, LLC

EIN

all filings

Address

1802 UNION STREET · ST. JOSEPH, MO · 64501

Phone

(816) 648-6700

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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