Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
K & L INVESTMENTS, LLC
EIN 20-2584589Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
39
2202 HUALAPAI MOUNTAIN ROAD, SUITE #201 - KINGMAN, AZ 86401928-718-7645
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 39 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
K & L INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$3.3M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
K & L INVESTMENTS, LLC CASH BALANCE PLAN
CashBalance
Assets$622K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | K & L INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN | 401k | $3.3M | 24 | 2025 | |
| 002 | K & L INVESTMENTS, LLC CASH BALANCE PLAN | CashBalance | $622K | 15 | 2024 |
Retirement plans