Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KTSDI, LLC
EIN 20-8991130machineryLatest filing 2025
Plans
3
Retirement
2
$3.4M assets
Welfare
1
Participants
22
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 18 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#002
KTSDI, LLC CASH BALANCE PLAN
CashBalance
Assets$2.1M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KTSDI, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$1.3M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KTSDI LLC SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KTSDI, LLC CASH BALANCE PLAN | CashBalance | $2.1M | 7 | 2025 | |
| 001 | KTSDI, LLC 401(K) PROFIT SHARING PLAN | 401k | $1.3M | 11 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KTSDI LLC SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans