How big is KL Companies' plan?

KL Companies' plan reported $1.2M in assets and 58 participants for 2024.

Original filing (PDF)20250602134531NAL0017436048001

KL Companies

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

Form 5500-SF

FILING_RECEIVED

KL Companies 401(k)

401(k) retirement plan · KL Companies' KL Companies 401(k) held $1.2M in plan assets for 58 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Kelley Ocharzak signed KL Companies' 2024 Form 5500 as plan administrator.

Kelley Ocharzak — 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 Companies' EIN is 84-5161094.

EIN 84-5161094

Plan number 001

Plan year 2024

ACK ID 20250602134531NAL0017436048001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

KL Companies' 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 KL COMPANIES.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

KL COMPANIES

EIN

all filings

Address

1790 SUN DOLPHIN ROAD · MUSKEGON, MI · 49444

Phone

(231) 332-1715

Industry

Manufacturing

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

2025-06-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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