How big is KLJ Solutions Holding Co.'s plan?

KLJ Solutions Holding Co.'s plan reported $86.9M in assets and 552 participants for 2024.

Original filing (PDF)20250916135716NAL0001210867001

KLJ Solutions Holding Co.

Name: KLJ Solutions Holding Co. — KLJ Solutions Holding Co, Form 5500 (2024)
Creator: KLJ Solutions Holding Co.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

KLJ Solutions Holding Co 401(k) Profit Sharing Plan

401(k) retirement plan · KLJ Solutions Holding Co.'s KLJ Solutions Holding Co 401(k) Profit Sharing Plan held $86.9M in plan assets for 552 participants in 2024, with Empower as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

552

Accounts w/ balance

924

Plan assets (EOY)

$86.9M

Net assets (EOY)

$86.8M

People on this filing

Nick Baker signed KLJ Solutions Holding Co.'s 2024 Form 5500 as plan administrator.

Nick Baker — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

KLJ Solutions Holding Co.'s EIN is 26-2958560.

EIN 26-2958560

Plan number 001

Plan year 2024

ACK ID 20250916135716NAL0001210867001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KLJ Solutions Holding Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KLJ Solutions Holding Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KLJ SOLUTIONS HOLDING CO..

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

KLJ SOLUTIONS HOLDING CO.

EIN

all filings

Address

400 EAST BROADWAY, SUITE 600 · BISMARCK, ND · 58501

Phone

(701) 355-8400

Industry

Engineering Services· Professional & Technical Services

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

2025-09-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$11K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$7K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ROBERT MASTEL DBA RPM ADVISORS LLC

Investments

31 direct securities· $78.8M(91% of reported assets)

Other securities

$39.4M

11 holdings

Mutual Funds

$29.4M

18 holdings

Common Collective Trusts

$9.5M

1 holding

Bonds / Notes

$476K

1 holding

					% of plan
Fidelity Advisor Gr Opps Fd Mutual Fund N/A	Mutual Funds	—	—	$11.3M	13.0%
Vanguard 500 Index Fd Mutual Fund N/A	Common Collective Trusts	—	—	$9.5M	11.0%
Virtus Kar Small-Cap Core I Mutual Fund N/A	Other securities	—	—	$7.1M	8.1%
T. Rowe Price Cap Apprec Fd Mutual Fund N/A	Other securities	—	—	$6.1M	7.0%
Columbia Dividend Income Fd Mutual Fund N/A	Other securities	—	—	$6.0M	6.9%
Allspring Diversified Capital Builder a Mutual Fund N/A	Other securities	—	—	$5.6M	6.4%
ClearBridge Int'l Growth Fd Mutual Fund N/A	Other securities	—	—	$4.8M	5.5%
JHancock Dscpl Val Mid Cap Fd Mutual Fund N/A	Other securities	—	—	$3.1M	3.5%
Undiscovered Mgrs Behavl Val Fd Mutual Fund N/A	Other securities	—	—	$2.5M	2.8%
Pioneer Bond Fund Mutual Fund N/A	Other securities	—	—	$2.4M	2.8%
Nuveen Lifecycle Index 2055 R6 Mutual Fund N/A	Mutual Funds	—	—	$2.2M	2.6%
Nuveen Lifecycle Index 2045 R6 Mutual Fund N/A	Mutual Funds	—	—	$1.9M	2.2%
Nuveen Lifecycle Index 2050 R6 Mutual Fund N/A	Mutual Funds	—	—	$1.8M	2.1%
Nuveen Lifecycle Index 2060 R6 Mutual Fund N/A	Mutual Funds	—	—	$1.8M	2.0%
Nuveen Lifecycle Index 2040 R6 Mutual Fund N/A	Mutual Funds	—	—	$1.7M	2.0%
MassMutual High Yield Fund Mutual Fund N/A	Other securities	—	—	$1.6M	1.8%
Vanguard Small Cap Index Fd Mutual Fund N/A	Mutual Funds	—	—	$1.3M	1.5%
Vanguard Mid Cap Index Fd Mutual Fund N/A	Mutual Funds	—	—	$1.3M	1.5%
American Funds New World Fund Mutual Fund N/A	Mutual Funds	—	—	$1.2M	1.4%
Vanguard Wellesley Income Fd Mutual Fund N/A	Mutual Funds	—	—	$1.2M	1.3%
Nuveen Lifecycle Index 2035 R6 Mutual Fund N/A	Mutual Funds	—	—	$1.1M	1.2%
Nuveen Lifecycle Index 2025 R6 Mutual Fund N/A	Mutual Funds	—	—	$653K	0.8%
Nuveen Lifecycle Index 2030 R6 Mutual Fund N/A	Mutual Funds	—	—	$646K	0.7%
Nuveen Lifecycle Index 2065 R6 Mutual Fund N/A	Mutual Funds	—	—	$510K	0.6%
Notes receivable from participants Maturing 2025-2038 at interest rates of 4.25% - 9.50% -	Bonds / Notes	—	—	$476K	0.5%
Virtus Kar Small-Cap Growth Mutual Fund N/A	Other securities	—	—	$450K	0.5%
Nuveen Lifecycle Index 2020 R6 Mutual Fund N/A	Mutual Funds	—	—	$430K	0.5%
Fidelity Advisor Intl Sm Cap Opps I Mutual Fund N/A	Mutual Funds	—	—	$221K	0.3%
Nuveen Lifecycle Index 2010 R6 Mutual Fund N/A	Mutual Funds	—	—	$30K	<0.1%
Nuveen Lifecycle Index 2015 R6 Mutual Fund N/A	Mutual Funds	—	—	$27K	<0.1%
Columbia Dividend Income Adv Mutual Fund N/A	Other securities	—	—	$2K	<0.1%