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Sponsor portfolio

MKKB, LLC

EIN 87-1275109-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
23
304 INVERNESS WAY S., SUITE 165 - ENGLEWOOD, CO 80112303-784-3529
Plans on this EIN
2 filings
#001401k-$1.2M - 14 part#002CashBalance-$390K - 9 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 23 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • WEALTH MANAGEMENT 401(K) (#001)75%
  • CASH BALANCE PLAN (#002)25%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WEALTH MANAGEMENT 401(K) (#001)14
  • CASH BALANCE PLAN (#002)9
Total 23Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

INVERNESS WEALTH MANAGEMENT 401(K) PLAN

401k

Assets$1.2M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

INVERNESS WEALTH MANAGEMENT CASH BALANCE PLAN

CashBalance

Assets$390K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001INVERNESS WEALTH MANAGEMENT 401(K) PLAN401k$1.2M142025
002INVERNESS WEALTH MANAGEMENT CASH BALANCE PLANCashBalance$390K92024
Retirement plans
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