How big is KFB Wealth Group, LLC's plan?

KFB Wealth Group, LLC's plan reported $2.2M in assets and 4 participants for 2025.

Original filing (PDF)20260408100118NAL0005786931001

KFB Wealth Group, LLC

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

Form 5500-SF

FILING_RECEIVED

KFB Wealth Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · KFB Wealth Group, LLC's KFB Wealth Group, LLC 401(k) Profit Sharing Plan held $2.2M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

KFB Wealth Group, LLC's EIN is 92-0560814.

EIN 92-0560814

Plan number 001

Plan year 2025

ACK ID 20260408100118NAL0005786931001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

KFB Wealth Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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