Original filing (PDF)20241015105120NAL0055649330001

KL OPERATIONS, LLC

Name: KL OPERATIONS, LLC — KL OPERATIONS 401(K) PLAN, Form 5500 (2023)
Creator: KL OPERATIONS, LLC

Form 5500-SF

FILING_RECEIVED

KL OPERATIONS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$514K

Net assets (EOY)

$514K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KL OPERATIONS, LLC.

Plan sponsor

Name

KL OPERATIONS, LLC

EIN

87-1011272

Address

6200 SHINGLE CREEK PKWY · SUITE 600 · MINNEAPOLIS, MN · 55430

Phone

(763) 458-0684

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

CL DOHERTY, INC.

CL DOHERTY 401(K) PROFIT SHARING PLAN

$514K · 2 participants

D & R REAL ESTATE ENTERPRISE L

D & R REAL ESTATE ENTERPRISE L 401(K) PROFIT SHARING PLAN & TRUST

$514K · 4 participants

ARLENE PALMITER

ARLENE PALMITER INDIVIDUAL 401(K) PLAN

$514K · 1 participants

DAVIES-DAVIES & ASSOCIATES REAL ESTATE, LLC

DAVIES-DAVIES & ASSOCIATES REAL ESTATE, LLC 401(K) PROFIT SHARING PLAN

$514K · 3 participants

TT RANCH GROUP, LLC

TT RANCH GROUP, LLC 401(K) PLAN