· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
B3 ADVISORS, INC. — B3 ADVISORS, INC. PROFIT SHARING PLAN, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20240722171955NAL0010893745001
B3 ADVISORS, INC.
Form 5500-SF
FILING_RECEIVED
B3 ADVISORS, INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
B3 ADVISORS, INC.
.
Find decision makers
Plan sponsor
Name
B3 ADVISORS, INC.
EIN
95-3199690
Address
31192 LA BAYA DRIVE, SUITE H · WESTLAKE VILLAGE, CA · 913624021
Phone
(818) 889-3660
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-11-01
Tax period
2023-10-31
Filed
2024-07-22
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
ENTREPRENEUR GROWTH CAPITAL, LLC
ENTREPRENEUR GROWTH CAPITAL, LLC 401K PLAN
$2.7M · 8 participants
WARD'S MARINE ELECTRIC, INC.
WARD'S MARINE ELECTRIC, INC. 401(K) PROFIT SHARING PLAN
$2.7M · 41 participants
RPM PRODUCTIONS, INC.
RPM PRODUCTIONS, INC. RETIREMENT PLAN & TRUST
$2.7M · 2 participants
ALL-MED EXPRESS, INC.
ALL-MED EXPRESS CASH BALANCE PLAN
$2.7M · 13 participants
SILVESTRI ARCHITECTS PC
SILVESTRI ARCHITECTS PC 401(K) PROFIT SHARING PLAN & TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$2.7M · 15 participants
PADMA R. KUMASHI MD PA
PADMA R. KUMASHI MD PA 401(K) PLAN
$2.7M · 7 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
