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Sponsor portfolio

KASASA, LTD

EIN 20-4116110-financial services-Latest filing 2025
Plans
2
Retirement
1
$21.6M assets
Welfare
1
$101K premiums
Participants
504
6504 BRIDGE POINT PARKWAY, SUITE 500 - AUSTIN, TX 78730512-418-9590kasasa.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$21.6M - 353 part#501Mixed-$101K - 174 lives

Benefits portfolio analytics

1 plan / $101K premiums / 174 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$101K
  • Vision$101K
  • Life$101K
  • Long-term disability$101K
  • Other$101K
Total $101K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $101K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $26K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

KASASA, LTD 401(K) PLAN

401k

Assets$21.6M
Participants353
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KASASA, LTD HEALTH AND WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$101K
Covered lives174
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KASASA, LTD 401(K) PLAN401k$21.6M3532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KASASA, LTD HEALTH AND WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$101K1742025
Retirement plans
Welfare plans
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