Wendi Newton signed Kasasa, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kasasa, Ltd.'s EIN is 20-4116110.
Download the official 2024 Form 5500 (PDF) for Kasasa, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kasasa, Ltd.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | 11-3665754 | — | SERVICE PROVIDER | $6K | — |
| ASCENSUS | — | CHICAGO, IL | THIRD PARTY ADMIN | $0 | — |
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % 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% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| KASASA LTD | 20-4116110 | — | SERVICE PROVIDER | $13K | — |
| CREATIVE PLANNING HOLD CO, LLC | 84-4519624 | — | SERVICE PROVIDER | $0 | — |
