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Original filing (PDF)20251002113945NAL0001099746001
KOOPS, INC.
Form 5500
FILING_RECEIVED
KOOPS INC. 401(K) PLAN
401(k) retirement plan
Active participants
311
Accounts w/ balance
320
Plan assets (EOY)
$21.9M
Net assets (EOY)
$21.9M
How this plan invests
This plan
65 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KOOPS, INC..
Plan sponsor
Name
KOOPS, INC.
EIN
38-3266325
Address
987 PRODUCTIONS COURT · HOLLAND, MI · 49423
Phone
(616) 395-0230
Industry
Engineering 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
2025-10-02
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
REHMANN ROBSON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP | 23-1945930 | — | RECORD KEEPER | $23K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS | — | EL SEGUNDO, CA | ADVISOR | $42K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DOEREN MAYHEW | — | GRAND RAPIDS, MI | TPA | $14K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REHMANN ROBSON | — | SAGINAW, MI | AUDITOR | $8K | — |
Investments
65 direct securities· $21.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Alliance Bernstein SS AB Large Cap Growth Fund | — | — | — | $1.9M | 8.8% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.2M | 5.6% | |
| Vanguard SS Vanguard Large Cap Index Adm | — | — | — | $1.1M | 4.9% | |
| Morgan Stanley SS Morgan Stanley Inst Global Opp I | — | — | — | $1.1M | 4.8% | |
| T. Rowe Price SS T. Rowe Price Comm & Tech Investor | — | — | — | $1.0M | 4.7% | |
| Virtus SS Virtus KAR Mid-Cap Core R6 | — | — | — | $1.0M | 4.6% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $840K | 3.8% | |
| Vanguard Information Tech Index Adm | — | — | — | $805K | 3.7% | |
| American Funds SS American Funds New Perspective R6 | — | — | — | $719K | 3.3% | |
| Dodge & Cox SS Dodge & Cox Stock Fund I | — | — | — | $716K | 3.3% | |
| PIMCO SS PIMCO Income Instl | — | — | — | $708K | 3.2% | |
| Alliance Bernstein AB Large Cap Growth I | — | — | — | $698K | 3.2% | |
| Franklin Templeton SS Putnam Small Cap Growth R6 | — | — | — | $677K | 3.1% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $673K | 3.1% | |
| Morgan Stanley Morgan Stanley Inst Global Opp I | — | — | — | $647K | 3.0% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $580K | 2.6% | |
| Vanguard SS Vanguard Information Tech Index Adm | — | — | — | $527K | 2.4% | |
| Vanguard Total Stock Market Index Adm | — | — | — | $506K | 2.3% | |
| Vanguard Growth Index ETF | — | — | — | $420K | 1.9% | |
| Virtus KAR Mid-Cap Core R6 | — | — | — | $413K | 1.9% | |
| Janus Henderson SS Janus Henderson Global Life Sciences | — | — | — | $390K | 1.8% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $387K | 1.8% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $357K | 1.6% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $355K | 1.6% | |
| Parnassus Investments Parnassus Core Equity Inst | — | — | — | $316K | 1.4% | |
| Vanguard Small-Cap Value Index Adm | — | — | — | $307K | 1.4% | |
| Vanguard Mid Cap Index Adm | — | — | — | $300K | 1.4% | |
| Dodge & Cox Dodge & Cox Stock Fund I | — | — | — | $289K | 1.3% | |
| Franklin Templeton Putnam Small Cap Growth R6 | — | — | — | $275K | 1.3% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $243K | 1.1% | |
| Pioneer Investments SS Pioneer Multi-Asset Ultrashort Income | — | — | — | $229K | 1.0% | |
| Vanguard SS Vanguard Financials Index Adm | — | — | — | $226K | 1.0% | |
| Vanguard SS Vanguard Core Bond Adm | — | — | — | $217K | 1.0% | |
| T. Rowe Price T. Rowe Price Comm & Tech Investor | — | — | — | $196K | 0.9% | |
| Janus Henderson Janus Henderson Global Life Sciences N | — | — | — | $181K | 0.8% | |
| Vanguard Small Cap Index ETF | — | — | — | $157K | 0.7% | |
| Pioneer Investments Pioneer Multi-Asset Ultrashort Income K | — | — | — | $151K | 0.7% | |
| American Funds American Funds American Balanced R6 | — | — | — | $109K | 0.5% | |
| Guggenheim Ttl Rtrn Bnd Fnd Inst | — | — | — | $108K | 0.5% | |
| PIMCO Income Instl | — | — | — | $97K | 0.4% | |
| Vanguard Large Cap Index Adm | — | — | — | $93K | 0.4% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $85K | 0.4% | |
| Vanguard Energy Index ETF | — | — | — | $85K | 0.4% | |
| Vanguard Total Intl Stock Index Adm | — | — | — | $68K | 0.3% | |
| American Funds American Funds New World R6 | — | — | — | $64K | 0.3% | |
| Vanguard Financials Index Adm | — | — | — | $63K | 0.3% | |
| Lord Abbett SS Lord Abbett Short Duration Income R6 | — | — | — | $49K | 0.2% | |
| Invesco Gold & Special Minerals R6 | — | — | — | $49K | 0.2% | |
| PGIM Global Total Return R6 | — | — | — | $40K | 0.2% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $34K | 0.2% | |
| Vanguard Consumer Staples Index Adm | — | — | — | $28K | 0.1% | |
| Fidelity Advisor Utilities I | — | — | — | $17K | <0.1% | |
| Money market fund * Vanguard Cash Reserves Federal Money Market Fund | — | — | — | $16K | <0.1% | |
| Lord Abbett Lord Abbett Short Duration Income R6 | — | — | — | $15K | <0.1% | |
| Vanguard ESG U.S. Corporate Bond ETF | — | — | — | $12K | <0.1% | |
| Dimensional Fund Advisors DFA International Small Company Portfolio Inst | — | — | — | $11K | <0.1% | |
| American Funds American Funds New Perspective R6 | — | — | — | $8K | <0.1% | |
| Vanguard ESG U.S. Stock ETF | — | — | — | $5K | <0.1% | |
| American Funds American Funds Multi-Sector Income R6 | — | — | — | $5K | <0.1% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Inst | — | — | — | $4K | <0.1% | |
| Vanguard Global ESG Select Stock Adm | — | — | — | $2K | <0.1% | |
| Vanguard ESG International Stock ETF | — | — | — | $2K | <0.1% | |
| Vanguard Core Bond Adm | — | — | — | $2K | <0.1% | |
| Vanguard Long-Term Investment Grade Adm | — | — | — | $1K | <0.1% | |
| Vanguard Target Retirement Income Fund | — | — | — | $1K | <0.1% |