KEN Blackard signed Koetter Fire Protection LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Koetter Fire Protection LLC's EIN is 41-2024408.
Download the official 2024 Form 5500 (PDF) for Koetter Fire Protection LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Koetter Fire Protection LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $35K | — |
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.
| PI | % 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
