How big is TKSW LLC's plan?

TKSW LLC's plan reported $1.8M in assets and 6 participants for 2024.

Original filing (PDF)20250522121401NAL0002687043001

TKSW LLC

Name: TKSW LLC — TKSW LLC 401(k) P/S Plan, Form 5500 (2024)
Creator: TKSW LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TKSW LLC 401(k) P/S Plan

401(k) retirement plan · TKSW LLC's TKSW LLC 401(k) P/S Plan held $1.8M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Travis KELL signed TKSW LLC's 2024 Form 5500 as plan administrator.

Travis KELL — 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

TKSW LLC's EIN is 47-2267657.

EIN 47-2267657

Plan number 001

Plan year 2024

ACK ID 20250522121401NAL0002687043001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

TKSW LLC'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 TKSW LLC.

Finding similar companies…

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.

Plan sponsor

Name

TKSW LLC

EIN

all filings

Address

7440 S CREEK RD STE 250 · SANDY, UT · 84093

Phone

(801) 569-4863

Industry

Finance & Insurance

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

2025-05-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

Jaguar Growth Partners LLC

Jaguar Growth Partners LLC 401(k) Plan

$1.8M · 11 participants

FGS Financial Inc.

FGS Financial Inc. 401(k) Plan

$1.8M · 3 participants

ACK Asset Management LLC

ACK Asset Management LLC Profit Sharing Plan

$1.8M · 2 participants

Bryan Woods Investment Advisors, LLC

Landmark Wealth Management 401(k) Plan

$1.8M · 8 participants

Strategic Planning Group, Inc.

Strategic Planning Group, Inc. 401(k) Retirement Plan

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