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Sponsor portfolio

KASA TRADING, LLC

EIN 81-3101906-Retail Trade-Latest filing 2024
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
10
2192 E. SENTRY RIDGE CT. - TUCSON, AZ 85718520-320-1332
Plans on this EIN
2 filings
#002CashBalance-$3.6M - 5 part#001401k-$145K - 5 part

Retirement portfolio analytics

2 plans aggregated / $3.7M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • DEFINED BENEFIT PENSION (#002)96%
  • PROFIT SHARING PLAN (#001)4%
Total $3.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#002)5
  • PROFIT SHARING PLAN (#001)5
Total 10Click 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#002

KASA TRADING DEFINED BENEFIT PENSION PLAN

CashBalance

Assets$3.6M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KASA TRADING 401(K) PROFIT SHARING PLAN

401k

Assets$145K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KASA TRADING DEFINED BENEFIT PENSION PLANCashBalance$3.6M52024
001KASA TRADING 401(K) PROFIT SHARING PLAN401k$145K52024
Retirement plans
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