Original filing (PDF)20250530103643NAL0008009425001

David A. Koetje & Associates, Inc. DBA Solid Rock Investing

Name: David A. Koetje & Associates, Inc. DBA Solid Rock Investing — Form 5500 Plan 001 (2024)
Creator: David A. Koetje & Associates, Inc. DBA Solid Rock Investing
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Solid Rock Investing 401(k) Plan

401(k) retirement plan · David A. Koetje & Associates, Inc. DBA Solid Rock Investing's Solid Rock Investing 401(k) Plan held $589K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$589K

Net assets (EOY)

$589K

Plan identifiers

David A. Koetje & Associates, Inc. DBA Solid Rock Investing's EIN is 04-3742959.

EIN 04-3742959

Plan number 001

Plan year 2024

ACK ID 20250530103643NAL0008009425001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David A. Koetje & Associates, Inc. DBA Solid Rock Investing from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David A. Koetje & Associates, Inc. DBA Solid Rock Investing's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID A. KOETJE & ASSOCIATES, INC. DBA SOLID ROCK INVESTING.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score