How big is K&L TRST, LLC's plan?

K&L TRST, LLC's plan reported $4.0M in assets and 6 participants for 2024.

Original filing (PDF)20250508094532NAL0026665442001

K&L TRST, LLC

Name: K&L TRST, LLC — K&L TRST, LLC 401(k) Plan, Form 5500 (2024)
Creator: K&L TRST, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

K&L TRST, LLC 401(k) Plan

401(k) retirement plan · K&L TRST, LLC's K&L TRST, LLC 401(k) Plan held $4.0M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Kevin Kalnins signed K&L TRST, LLC's 2024 Form 5500 as plan administrator.

Kevin Kalnins — 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

K&L TRST, LLC's EIN is 46-1864050.

EIN 46-1864050

Plan number 001

Plan year 2024

ACK ID 20250508094532NAL0026665442001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for K&L TRST, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

K&L TRST, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for K&L TRST, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

K&L TRST, LLC

EIN

all filings

Address

825 N. JEFFERSON STREET · MILWAUKEE, WI · 53202

Phone

(414) 271-6600

Industry

Real Estate

Plan administrator