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Original filing (PDF)20251014140847NAL0002980113003
KOETTER CONSTRUCTION INC
Form 5500
FILING_RECEIVED
KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
161
Accounts w/ balance
232
Plan assets (EOY)
$33.5M
Net assets (EOY)
$33.5M
How this plan invests
This plan
16 pooled trusts
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Minnesota Life Insurance Company Vanguard 500 Index Adm" is 29% of plan.
Helping the score
- Below-peer total fees (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KOETTER CONSTRUCTION INC.
Plan sponsor
Name
KOETTER CONSTRUCTION INC
EIN
35-1132185
Address
7393 PETE ANDRES ROAD · FLOYDS KNOBS, IN · 471198825
Phone
(812) 923-9873
Industry
Constructionsee 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
CHERRY BEKAERT ADVISORY LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | RECORDKEEPER | $68K | — |
Investments
5 direct securities · 16 pooled funds· $49.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$32.7M
16 holdings
Uncategorized
$17.1M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX ADMIRAL MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 005 | Pooled Separate Account | — | — | $9.5M | 28.3% | |
| Minnesota Life Insurance Company Vanguard Intermediate Term Inv Grade Adm | — | — | — | $5.6M | 16.7% | |
| VG INTERM-TERM INVT-GRDE ADM MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 005 | Pooled Separate Account | — | — | $5.6M | 16.7% | |
| Minnesota Life Insurance Company Vanguard ST Corporate Bond Index Adm | — | — | — | $5.3M | 15.8% | |
| VGD ST CORP BD IDX ADM MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 005 | Pooled Separate Account | — | — | $5.3M | 15.8% | |
| Minnesota Life Insurance Company Nuveen International Equity Index R6 | — | — | — | $3.9M | 11.5% | |
| NUVEEN INTL EQIDX MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 005 | Pooled Separate Account | — | — | $3.9M | 11.5% | |
| VANGUARD SMALL-CAP IDX ADM MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 005 | Pooled Separate Account | — | — | $2.0M | 6.0% | |
| VANGUARD MID-CAP INDEX ADM MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 005 | Pooled Separate Account | — | — | $2.0M | 6.0% | |
| Minnesota Life Insurance Company Vanguard Information Technology Adm | — | — | — | $2.0M | 5.9% | |
| VGD INFORMATION TECH IDX ADM MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 005 | Pooled Separate Account | — | — | $2.0M | 5.9% | |
| VANGUARD GROWTH INDEX ADM MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 005 | Pooled Separate Account | — | — | $1.2M | 3.5% | |
| Notes Receivable from Participants Loans to participants, various maturities, interest rates ranging 4.25% to 9.50% | — | — | — | $390K | 1.2% | |
| VANGUARD MID-C GRO IDX ADM MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 005 | Pooled Separate Account | — | — | $291K | 0.9% | |
| FED HERMES GOVERNMENT OBLG PRM MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 005 | Pooled Separate Account | — | — | $233K | 0.7% | |
| VANGUARD SM-CAP VAL IND ADM MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 005 | Pooled Separate Account | — | — | $207K | 0.6% | |
| VANGUARD SM-CAP GRO IND ADM MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 005 | Pooled Separate Account | — | — | $181K | 0.5% | |
| FIDELITY ADV INTL SMCP OPPS I MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 005 | Pooled Separate Account | — | — | $175K | 0.5% | |
| FIDELITY VALUE MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 005 | Pooled Separate Account | — | — | $163K | 0.5% | |
| VANGUARD VALUE INDEX ADM MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 005 | Pooled Separate Account | — | — | $81K | 0.2% | |
| COHEN & STEERS INSSTL REALTY MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 005 | Pooled Separate Account | — | — | $32K | <0.1% |
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