How big is KTLF, LLC's plan?

KTLF, LLC's plan reported $3.8M in assets and 51 participants for 2024.

Original filing (PDF)20250825141006NAL0013913424001

KTLF, LLC

Name: KTLF, LLC — KTLF, LLC DBA Klein Thomas Lee & Fresard, Form 5500 (2024)
Creator: KTLF, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KTLF, LLC DBA Klein Thomas Lee & Fresard 401(k) Plan

401(k) retirement plan · KTLF, LLC's KTLF, LLC DBA Klein Thomas Lee & Fresard 401(k) Plan held $3.8M in plan assets for 51 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Thomas Klein signed KTLF, LLC's 2024 Form 5500 as plan administrator.

Thomas Klein — 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

KTLF, LLC's EIN is 83-0917083.

EIN 83-0917083

Plan number 001

Plan year 2024

ACK ID 20250825141006NAL0013913424001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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