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Sponsor portfolio

KLC LLC

EIN 61-1813562-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
2
$394K assets
Welfare
0
Participants
7
5020 N WILD LIFE DR. - TUCSON, AZ 85745970-371-8689
Plans on this EIN
2 filings
#001CashBalance-$298K - 3 part#002401k-$96K - 4 part

Retirement portfolio analytics

2 plans aggregated / $394K assets / 7 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • CASH BALANCE PLAN (#001)76%
  • PROFIT SHARING PLAN (#002)24%
Total $394KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)4
  • CASH BALANCE PLAN (#001)3
Total 7Click row to drill in

Plan deep-dives

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

KLC LLC CASH BALANCE PLAN

CashBalance

Assets$298K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KLC LLC 401(K) PROFIT SHARING PLAN

401k

Assets$96K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001KLC LLC CASH BALANCE PLANCashBalance$298K32024
002KLC LLC 401(K) PROFIT SHARING PLAN401k$96K42025
Retirement plans
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