Back to filter
Original filing (PDF)20250725051601NAL0005490897001
KOETTER FIRE PROTECTION LLC
Form 5500
FILING_RECEIVED
KOETTER FIRE PROTECTION 401(K) PLAN
401(k) retirement plan
Signals · 1
~123 bps in Sched C fees
Active participants
207
Accounts w/ balance
111
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
80
Knocking points off
- 123 bps in Schedule C fees — 137% above peer band of 52 bps.
- 54% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KOETTER FIRE PROTECTION LLC.
Plan sponsor
Name
KOETTER FIRE PROTECTION LLC
EIN
41-2024408
Address
10351 OLYMPIC DR · DALLAS, TX · 75220
Phone
(214) 358-3593
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
2025-07-25
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PRICE KUBECKA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $35K | — |
Investments
30 direct securities · 1 pooled fund· $2.8M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$2.8M
30 holdings
Common Collective Trust
$11K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $318K | 11.1% | |
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $264K | 9.2% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $228K | 8.0% | |
| FID FREE INDX 2030 IP | Registered Investment Companies | — | — | $227K | 7.9% | |
| FID FREE INDX 2040 IP | Registered Investment Companies | — | — | $221K | 7.7% | |
| FID FREE INDX 2055 IP | Registered Investment Companies | — | — | $150K | 5.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $146K | 5.1% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $134K | 4.7% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $110K | 3.8% | |
| FID FREE INDEX 2065 IP | Registered Investment Companies | — | — | $108K | 3.8% | |
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $93K | 3.3% | |
| FID FREE INDX 2060 IP | Registered Investment Companies | — | — | $91K | 3.2% | |
| DFA COMMODITY STRAT PORT INST 977 REGISTERED INVESTMENT COMPANY ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $78K | 2.7% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $69K | 2.4% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $63K | 2.2% | |
| FID FREEDOM IND2010 INSTL PREM 257 REGISTERED INVESTMENT COMPANY JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $59K | 2.1% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $59K | 2.1% | |
| FID FREE INDX 2020 IP | Registered Investment Companies | — | — | $56K | 1.9% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $54K | 1.9% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $42K | 1.5% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $39K | 1.3% | |
| FID FREE INDX 2050 IP | Registered Investment Companies | — | — | $38K | 1.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $38K | 1.3% | |
| GS INFLATION PROTECTED SEC R6 | Registered Investment Companies | — | — | $25K | 0.9% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $20K | 0.7% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $16K | 0.6% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $15K | 0.5% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $11K | 0.4% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $7K | 0.3% | |
| FID FREE INDX 2015 IP | Registered Investment Companies | — | — | $4K | 0.1% | |
| FID FREE INDX INCOME IP | Registered Investment Companies | — | — | $2K | <0.1% |
Related plans
Other plans using ADP, INC.
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND
NATIONAL ELECTRICAL BENEFIT FUND
$20.4B · 343,794 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
$19.6B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
$12.7B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
$11.5B · 56,128 participants
Similar-size Construction plans
BRUNALLI CONSTRUCTION CO., INC.
BRUNALLI CONSTRUCTION CO., INC. 401K PROFIT SHARING PLAN
$2.9M · 16 participants
SUPERIOR SHEET METAL & HEATING INC.
SUPERIOR SHEET METAL & HEATING, INC. PROFIT SHARING PLAN AND TRUST
$2.9M · 3 participants
CLEAR WATER COMPLIANCE LLC
CLEAR WATER COMPLIANCE LLC 401K PLAN
$2.9M · 91 participants
GOVERNED UNITED SECURITY PROFESSIONALS
THE CONTRACTORS RETIREMENT PLAN
$2.9M · 286 participants
BLUEGRASS BIT COMPANY, INC.
BLUEGRASS BIT COMPANY, INC. 401(K) PROFIT SHARING PLAN
$2.9M · 46 participants
A&B SERVICES, INC.
A&B SERVICES, INC. 401(K) PROFIT SHARING PLAN
$2.9M · 37 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants