How big is KTL Performance Mortgage, Ltd.'s plan?

KTL Performance Mortgage, Ltd.'s plan reported $2.2M in assets and 26 participants for 2025.

Original filing (PDF)20260520103936NAL0003181762001

KTL Performance Mortgage, Ltd.

Name: KTL Performance Mortgage, Ltd. — Performance, Form 5500 (2025)
Creator: KTL Performance Mortgage, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Performance Mortgage 401(k) Plan

401(k) retirement plan · KTL Performance Mortgage, Ltd.'s Performance Mortgage 401(k) Plan held $2.2M in plan assets for 26 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Desteni Mason signed KTL Performance Mortgage, Ltd.'s 2025 Form 5500 as plan administrator.

Desteni Mason — 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

KTL Performance Mortgage, Ltd.'s EIN is 36-4545023.

EIN 36-4545023

Plan number 001

Plan year 2025

ACK ID 20260520103936NAL0003181762001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for KTL Performance Mortgage, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

KTL Performance Mortgage, Ltd.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KTL PERFORMANCE MORTGAGE, LTD.

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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