Assets by plan
Share of aggregate retirement assets
- CASH BALANCE PLAN (#002)$12.3M
Filings through .
KBF Advisory, LLC
EIN 82-1030164Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
2
$50.3M assets
Health & Benefits
1
$1.7M premiums
Participants
533
5285 MEADOWS RD., SUITE 420 - LAKE OSWEGO, OR 97035503-963-4717
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $50.3M assets / 397 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$12.3M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.7M premiums / 224 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Prescription drug$1.6M
- Dental$1.3M
- Other$36K
- Long-term disability$29K
- Life$23K
- +2 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
KBF ADVISORY, LLC 401(K) PROFIT SHARING PLAN
401(k)
Assets$38.0M
Participants225
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
KBF ADVISORY, LLC CASH BALANCE PLAN
Cash balance
Assets$12.3M
Participants172
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
KBF ADVISORY LLC HEALTH AND WELFARE PLAN
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.7M
Covered lives224
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | KBF ADVISORY, LLC 401(K) PROFIT SHARING PLAN | 401(k) | $38.0M | 225 | 2025 |
| #002 | KBF ADVISORY, LLC CASH BALANCE PLAN | Cash balance | $12.3M | 172 | 2025 |
- #001 · 401(k) · 2025225
- #002 · Cash balance · 2025172
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | KBF ADVISORY LLC HEALTH AND WELFARE PLAN | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.7M | 224 | 2025 |
- #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025224
Retirement plans
Health & Benefits plans