# Kbw, INC. 401(k) Plan
Source: https://planprovider.pro/companies/kbw-inc-203467435-001

> Kbw, INC.'s 401(k) plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kbw, INC.

- **Sponsor EIN:** 203467435

- **Sponsor Address:** 1718 S THOMPSON DR, WHEATON, IL, 601897438

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 2

- **Total Assets:** $45

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2|$45|$0|$0|

| 2023|3|$93,187|$0|$0|

| 2022|4|$197,466|$0|$0|

| 2020|3|$111,346|$0|$0|

| 2019|3|$169,886|$0|$0|

## Similar Plans

- [Performance Health Supply LLC](https://planprovider.pro/companies/performance-health-supply-inc-401k-plan) — 854 participants

- [Antylia Scientific](https://planprovider.pro/companies/antylia-scientific-401k-plan) — 716 participants

- [Dfs Holding Company, LLC](https://planprovider.pro/companies/dfs-holding-company-llc-401k-plan) — 535 participants

- [Planmeca Usa, INC.](https://planprovider.pro/companies/planmeca-usa-inc-401k-plan) — 242 participants

- [Data Business Equipment, INC.](https://planprovider.pro/companies/data-business-equipment-inc-401k-plan) — 217 participants

- [Carolina Wholesale Group, INC.](https://planprovider.pro/companies/carolina-wholesale-group-inc-401k-plan) — 165 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kbw-inc-203467435-001)

© 2026 PlanProvider.Pro