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KOCH SCHOOL BUS SERVICE INC — KOCH SCHOOL BUS SERVICE INC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260114053354NAL0015405137001
KOCH SCHOOL BUS SERVICE INC
Form 5500-SF
FILING_RECEIVED
KOCH SCHOOL BUS SERVICE INC 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
154
Accounts w/ balance
66
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KOCH SCHOOL BUS SERVICE INC
.
Find decision makers
Plan sponsor
Name
KOCH SCHOOL BUS SERVICE INC
EIN
41-1544499
Address
308 SOUTH BIRCH STREET · WACONIA, MN · 55387
Phone
(952) 442-3370
Industry
Transportation & Warehousing
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-14
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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TRANSPORTATION SERVICES, INC.
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 43% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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