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

> Kbw, INC.'s 401(k) plan: 2 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

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

- **Sponsor EIN:** 203467435

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

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

- **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.|

| 2025|2|$45|$0|$0|

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

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

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

| 2021|3|$111,346|$0|$0|

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