How big is KTS Investments LLC's plan?

KTS Investments LLC's plan reported $220K in assets and 22 participants for 2025.

Original filing (PDF)20260424220915NAL0010181024006

KTS Investments LLC

Name: KTS Investments LLC — KTS Investments 401(k) Plan, Form 5500 (2025)
Creator: KTS Investments LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KTS Investments 401(k) Plan

401(k) retirement plan · KTS Investments LLC's KTS Investments 401(k) Plan held $220K in plan assets for 22 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$220K

Net assets (EOY)

$220K

People on this filing

Elantha Barry signed KTS Investments LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

KTS Investments LLC's EIN is 75-2915914.

EIN 75-2915914

Plan number 001

Plan year 2025

ACK ID 20260424220915NAL0010181024006

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for KTS Investments LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

KTS Investments LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KTS INVESTMENTS 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

KTS INVESTMENTS LLC

EIN

all filings

Address

1500 CARSON STREET · FORT WORTH, TX · 76117

Phone

(817) 831-6316

Industry

Finance & Insurance

Plan administrator