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Original filing (PDF)20251014144156NAL0003185905001
WILDFIRE DEFENSE SYSTEMS
Form 5500
FILING_RECEIVED
WILDFIRE DEFENSE SYSTEMS 401(K) PLAN
401(k) retirement plan
Active participants
271
Accounts w/ balance
334
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILDFIRE DEFENSE SYSTEMS.
Plan sponsor
Name
WILDFIRE DEFENSE SYSTEMS
EIN
26-1370864
Address
580 ZOOT ENTERPRISES LANE · BOZEMAN, MT · 59718
Phone
(406) 586-5400
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JCCS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP | — | IRVINE, CA | RECORDKEEPER | $31K | — |
Investments
21 direct securities· $6.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Growth Fund of America n/a | — | — | — | $883K | 14.0% | |
| American Funds Target Date Retirement Fund 2060 n/a | — | — | — | $775K | 12.3% | |
| American Funds Target Date Retirement Fund 2050 n/a | — | — | — | $617K | 9.8% | |
| American Funds Target Date Retirement Fund 2045 n/a | — | — | — | $569K | 9.0% | |
| American Funds Target Date Retirement Fund 2035 n/a | — | — | — | $457K | 7.2% | |
| American Funds Target Date Retirement Fund 2040 n/a | — | — | — | $386K | 6.1% | |
| American Funds Target Date Retirement Fund 2065 n/a | — | — | — | $325K | 5.1% | |
| American Funds New Perspective Fund n/a | — | — | — | $293K | 4.6% | |
| American Funds Target Date Retirement Fund 2070 n/a 84 * American Funds U.S. Government Money Market Fund n/a | — | — | — | $277K | 4.4% | |
| American Funds Washington Mutual Investors Fund n/a | — | — | — | $272K | 4.3% | |
| American Funds Target Date Retirement Fund 2055 n/a | — | — | — | $248K | 3.9% | |
| American Funds Target Date Retirement Fund 2025 n/a | — | — | — | $238K | 3.8% | |
| American Funds American Balanced Fund n/a | — | — | — | $207K | 3.3% | |
| American Funds Fundamental Investors Fund n/a | — | — | — | $176K | 2.8% | |
| American Funds Target Date Retirement Fund 2020 n/a | — | — | — | $173K | 2.7% | |
| American Funds Target Date Retirement Fund 2030 n/a | — | — | — | $165K | 2.6% | |
| American Funds New World Fund n/a | — | — | — | $82K | 1.3% | |
| American Funds Income Fund of America n/a | — | — | — | $69K | 1.1% | |
| American Funds Inflation Linked Bond Fund n/a 322 * American Funds Intermediate Bond Fund of America n/a 285 * American Funds International Growth & Income Fund n/a | — | — | — | $51K | 0.8% | |
| American Funds Capital Income Builder Fund n/a | — | — | — | $51K | 0.8% | |
| American Funds Bond Fund of America n/a | — | — | — | $1K | <0.1% |
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