How big is Complex PTS, LLC's plan?

Complex PTS, LLC's plan reported $6.9M in assets and 13 participants for 2024.

Original filing (PDF)20250729131233NAL0005935378001

Complex PTS, LLC

Name: Complex PTS, LLC — Complex PTS, LLC 401(k) Profit, Form 5500 (2024)
Creator: Complex PTS, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Complex PTS, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Complex PTS, LLC's Complex PTS, LLC 401(k) Profit Sharing Plan held $6.9M in plan assets for 13 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

People on this filing

J. Kevin Thompson signed Complex PTS, LLC's 2024 Form 5500 as plan administrator.

J. Kevin Thompson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Complex PTS, LLC's EIN is 20-5501074.

EIN 20-5501074

Plan number 001

Plan year 2024

ACK ID 20250729131233NAL0005935378001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Complex PTS, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Complex PTS, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMPLEX PTS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score