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Sponsor portfolio

K FINANCIAL INC

EIN 76-0726945-accounting-Latest filing 2025
Plans
2
Retirement
2
$7.3M assets
Welfare
0
Participants
37
940 MAIN ST - LOUISVILLE, CO 800271854303-665-8060kfinancial.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filings
#001401k-$5.1M - 21 part#002CashBalance-$2.2M - 16 part

Retirement portfolio analytics

2 plans aggregated / $7.3M assets / 37 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • PLAN & TRUST (#001)70%
  • CASH BALANCE PLAN (#002)30%
Total $7.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)21
  • CASH BALANCE PLAN (#002)16
Total 37Click 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

K FINANCIAL INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$5.1M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

K FINANCIAL, INC. CASH BALANCE PLAN

CashBalance

Assets$2.2M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001K FINANCIAL INC 401(K) PROFIT SHARING PLAN & TRUST401k$5.1M212025
002K FINANCIAL, INC. CASH BALANCE PLANCashBalance$2.2M162025
Retirement plans
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