How big is KL Victory's plan?

KL Victory's plan reported $85K in assets and 11 participants for 2024.

Original filing (PDF)20250903065510NAL0025464784001

KL Victory

Name: KL Victory — KL Victory 401(k) Plan, Form 5500 (2024)
Creator: KL Victory
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KL Victory 401(k) Plan

401(k) retirement plan · KL Victory's KL Victory 401(k) Plan held $85K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$85K

Net assets (EOY)

$85K

People on this filing

LORI Davis signed KL Victory's 2024 Form 5500 as plan administrator.

LORI Davis — 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

KL Victory's EIN is 82-0932845.

EIN 82-0932845

Plan number 001

Plan year 2024

ACK ID 20250903065510NAL0025464784001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

KL Victory'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 KL VICTORY.

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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.

Plan sponsor

Name

KL VICTORY

EIN

all filings

Address

59 POMONA AVE · MILFORD, CT · 06460

Phone

(203) 984-1880

Industry

Admin Support & Waste Mgmt

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

2025-09-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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