How big is KLS Financial Services Inc.'s plan?

KLS Financial Services Inc.'s plan reported $145K in assets and 24 participants for 2024.

Original filing (PDF)20250718100729NAL0000702515001

KLS Financial Services Inc.

Name: KLS Financial Services Inc. — KLS Financial 401(k), Form 5500 (2024)
Creator: KLS Financial Services Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KLS Financial 401(k) Plan

401(k) retirement plan · KLS Financial Services Inc.'s KLS Financial 401(k) Plan held $145K in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$145K

Net assets (EOY)

$145K

People on this filing

Marcus Bowie signed KLS Financial Services Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

KLS Financial Services Inc.'s EIN is 82-2558422.

EIN 82-2558422

Plan number 001

Plan year 2024

ACK ID 20250718100729NAL0000702515001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KLS Financial Services Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KLS Financial Services Inc.'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 KLS FINANCIAL SERVICES INC.

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Plan health score

Above-average plan

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