Original filing (PDF)20250531124123NAL0016294528001

KMS PARTNERS, LLC

Name: KMS PARTNERS, LLC — KMS PARTNERS, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KMS PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

KMS PARTNERS, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$963K

Net assets (EOY)

$963K

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 (97th percentile).

Decision-maker contacts

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

Plan sponsor

Name

KMS PARTNERS, LLC

EIN

46-4224782

Address

7560 SAWMILL PARKWAY · SUITE E · POWELL, OH · 43065

Phone

(614) 326-3800

Industry

Real Estatesee 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

2025-05-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

TRD DEVELOPMENT, L.P.

TRD DEVELOPMENT, L.P. PROFIT SHARING 401(K) PLAN

$963K · 10 participants

NORTHWEST COMMERCIAL REAL ESTATE INVESTMENTS, LLC

NWCREI RETIREMENT PLAN

$963K · 46 participants

TITLE AMERICA REAL ESTATE CLOSINGS, INC

TITLE AMERICA REAL ESTATE CLOSINGS 401(K) PLAN

$961K · 16 participants

THE RITCHIE GROUP LC

THE RITCHIE GROUP 401(K) PLAN

$964K · 16 participants

LEAD CAPITAL PARTNERS, LLC

LEAD CAPITAL PARTNERS, LLC 401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.