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Original filing (PDF)20251009140450NAL0015718978001
KOCH DEVELOPMENT CORPORATION
Form 5500
FILING_RECEIVED
KOCH DEVELOPMENT CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
125
Accounts w/ balance
230
Plan assets (EOY)
$11.4M
Net assets (EOY)
$11.4M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 52 bps in Schedule C fees — 78% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KOCH DEVELOPMENT CORPORATION.
Plan sponsor
Name
KOCH DEVELOPMENT CORPORATION
EIN
35-0809297
Address
452 E. CHRISTMAS BLVD. · SANTA CLAUS, IN · 47579
Phone
(812) 937-5210
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
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
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $33K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GERMAN AMERICAN FIN ADV AND TR CO | 82-0560956 | — | ADVISOR | $26K | — |
Investments
24 direct securities· $11.4M(100% of reported assets)
Uncategorized
$11.2M
23 holdings
Mutual Funds
$288K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2045 Fund* 88,955 shares | — | — | $89K | $2.3M | 20.1% | |
| Fidelity Freedom Index 2040 Fund* 93,133 shares | — | — | $93K | $2.3M | 20.0% | |
| Fidelity Freedom Index 2030 Fund* 62,628 shares | — | — | $63K | $1.3M | 11.0% | |
| Fidelity Freedom Index 2050 Fund* 44,631 shares | — | — | $45K | $1.2M | 10.1% | |
| Fidelity Freedom Index 2055 Fund* 28,492 shares | — | — | $28K | $609K | 5.3% | |
| Fidelity Freedom Index 2070 Fund* 36 shares 377 Fidelity Large-Cap Growth Index Fund* 15,384 shares | — | — | $15K | $603K | 5.3% | |
| Fidelity Freedom Index 2060 Fund* 30,278 shares | — | — | $30K | $548K | 4.8% | |
| Fidelity Freedom Index 2025 Fund* 23,230 shares | — | — | $23K | $432K | 3.8% | |
| Fidelity U.S. Bond Index Fund* 28,223 shares | Mutual Funds | — | $28K | $288K | 2.5% | |
| Fidelity Freedom Index 2035 Fund* 11,568 shares | — | — | $12K | $270K | 2.4% | |
| Fidelity 500 Index Fund* 1,286 shares | — | — | $1K | $263K | 2.3% | |
| Fidelity Large-Cap Value Index Fund* 13,649 shares | — | — | $14K | $248K | 2.2% | |
| Fidelity International Index Fund* 4,656 shares | — | — | $5K | $221K | 1.9% | |
| Fidelity Small-Cap Growth Index Fund* 7,614 shares | — | — | $8K | $211K | 1.8% | |
| Fidelity Mid-Cap Index Fund* 6,196 shares | — | — | $6K | $209K | 1.8% | |
| Fidelity Small-Cap Index Fund* 5,261 shares | — | — | $5K | $146K | 1.3% | |
| Fidelity Freedom Index 2020 Fund* 9,185 shares | — | — | $9K | $145K | 1.3% | |
| Fidelity Freedom Index 2065 Fund* 4,909 shares | — | — | $5K | $72K | 0.6% | |
| Fidelity Mid-Cap Value Index Fund* 1,853 shares | — | — | $2K | $50K | 0.4% | |
| Fidelity Emerging Markets Index Fund* 4,300 shares | — | — | $4K | $45K | 0.4% | |
| Fidelity Real Estate Index Fund* 2,295 shares | — | — | $2K | $37K | 0.3% | |
| Fidelity Freedom Index Income Fund* 1,783 shares | — | — | $2K | $21K | 0.2% | |
| Fidelity Freedom Index 2015 Fund* 453 shares | — | — | — | $6K | <0.1% | |
| Fidelity Mid-Cap Growth Index Fund* 116 shares | — | — | — | $4K | <0.1% |
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