Original filing (PDF)20250717140635NAL0000212547002

K.L. BREEDEN & SONS, LLC

Name: K.L. BREEDEN & SONS, LLC — KLB SONS HOLDINGS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: K.L. BREEDEN & SONS, LLC

Form 5500-SF

FILING_RECEIVED

KLB SONS HOLDINGS, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

443

Accounts w/ balance

116

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for K.L. BREEDEN & SONS, LLC.

Plan sponsor

Name

K.L. BREEDEN & SONS, LLC

DBA

KLB SONS

EIN

26-3828887

Address

104 WEST HIGH STREET · SUITE 100 · TERRELL, TX · 75160

Phone

(972) 563-2401

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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