Back to filter
Original filing (PDF)20251002115959NAL0000322275001
KASASA, LTD
Form 5500
FILING_RECEIVED
KASASA, LTD 401(K) PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
147
Accounts w/ balance
336
Plan assets (EOY)
$21.6M
Net assets (EOY)
$21.6M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: MAP CONTRACT SEPARATE ACCOUNT D (no filing on disk)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KASASA, LTD.
Plan sponsor
Name
KASASA, LTD
EIN
20-4116110
Address
6504 BRIDGE POINT PARKWAY · SUITE 500 · AUSTIN, TX · 78730
Phone
(512) 349-4205
Industry
Professional & Technical Servicessee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
LUTZ & COMPANY, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | — | CHICAGO, IL | THIRD PARTY ADMIN | $0 | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KASASA LTD | 20-4116110 | — | SERVICE PROVIDER | $13K | — |
| ASCENSUS | 11-3665754 | — | SERVICE PROVIDER | $6K | — |
| CREATIVE PLANNING HOLD CO, LLC | 84-4519624 | — | SERVICE PROVIDER | $0 | — |
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Investments
1 pooled fund· $20.5M(95% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $20.5M | 95.3% |
Related plans
Similar-size Professional & Technical Services plans
BOSTON COMMON ASSET MANAGEMENT, LLC
BOSTON COMMON ASSET MANAGEMENT LLC RETIREMENT
$21.6M · 44 participants
SCIENTIFIC CONSULTING GROUP, INC.
SCIENTIFIC CONSULTING GROUP, INC. PROFIT SHARING PLAN & TRUST
$21.6M · 96 participants
HILLS DEVELOPERS, INC.
HILLS PROPERTIES PROFIT SHARING PLAN
$21.6M · 168 participants
AUXO INVESTMENT PARTNERS, LLC
AUXO INVESTMENT PARTNERS, LLC 401(K) RETIREMENT PLAN
$21.6M · 280 participants
8MINUTE SOLAR ENERGY LLC
8MINUTE SOLAR ENERGY, LLC 401(K) PROFIT SHARING PLAN AND TRUST
$21.6M · 194 participants
TBM CONSULTING GROUP, INC.
TBM CONSULTING GROUP, INC. 401(K) PLAN
$21.5M · 49 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants