Matthew Eckert signed KOCH Development Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KOCH Development Corporation's EIN is 35-0809297.
Download the official 2024 Form 5500 (PDF) for KOCH Development Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KOCH Development Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GERMAN AMERICAN FIN ADV AND TR CO | 82-0560956 | — | ADVISOR | $26K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2045 Fund* 88,955 shares | Mutual Funds | — | $89K | $2.3M | 20.1% | |
| Fidelity Freedom Index 2040 Fund* 93,133 shares | Mutual Funds | — | $93K | $2.3M | 20.0% | |
| Fidelity Freedom Index 2030 Fund* 62,628 shares | Mutual Funds | — | $63K | $1.3M | 11.0% | |
| Fidelity Freedom Index 2050 Fund* 44,631 shares | Mutual Funds | — | $45K | $1.2M | 10.1% | |
| Fidelity Freedom Index 2055 Fund* 28,492 shares | Mutual Funds | — | $28K | $609K | 5.3% | |
| Fidelity Freedom Index 2070 Fund* 36 shares 377 Fidelity Large-Cap Growth Index Fund* 15,384 shares | Common Collective Trusts | — | $15K | $603K | 5.3% | |
| Fidelity Freedom Index 2060 Fund* 30,278 shares | Mutual Funds | — | $30K | $548K | 4.8% | |
| Fidelity Freedom Index 2025 Fund* 23,230 shares | Mutual Funds | — | $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 | Mutual Funds | — | $12K | $270K | 2.4% | |
| Fidelity 500 Index Fund* 1,286 shares | Common Collective Trusts | — | $1K | $263K | 2.3% | |
| Fidelity Large-Cap Value Index Fund* 13,649 shares | Common Collective Trusts | — | $14K | $248K | 2.2% | |
| Fidelity International Index Fund* 4,656 shares | Common Collective Trusts | — | $5K | $221K | 1.9% | |
| Fidelity Small-Cap Growth Index Fund* 7,614 shares | Common Collective Trusts | — | $8K | $211K | 1.8% | |
| Fidelity Mid-Cap Index Fund* 6,196 shares | Common Collective Trusts | — | $6K | $209K | 1.8% | |
| Fidelity Small-Cap Index Fund* 5,261 shares | Common Collective Trusts | — | $5K | $146K | 1.3% | |
| Fidelity Freedom Index 2020 Fund* 9,185 shares | Mutual Funds | — | $9K | $145K | 1.3% | |
| Fidelity Freedom Index 2065 Fund* 4,909 shares | Mutual Funds | — | $5K | $72K | 0.6% | |
| Fidelity Mid-Cap Value Index Fund* 1,853 shares | Common Collective Trusts | — | $2K | $50K | 0.4% | |
| Fidelity Emerging Markets Index Fund* 4,300 shares | Common Collective Trusts | — | $4K | $45K | 0.4% | |
| Fidelity Real Estate Index Fund* 2,295 shares | Common Collective Trusts | — | $2K | $37K | 0.3% | |
| Fidelity Freedom Index Income Fund* 1,783 shares | Mutual Funds | — | $2K | $21K | 0.2% | |
| Fidelity Freedom Index 2015 Fund* 453 shares | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Mid-Cap Growth Index Fund* 116 shares | Common Collective Trusts | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
