Original filing (PDF)20251224062803NAL0012064369001

J.W. KOEHLER ELECTRIC, INC

Name: J.W. KOEHLER ELECTRIC, INC — J.W. KOEHLER ELECTRIC, INC. RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: J.W. KOEHLER ELECTRIC, INC

Form 5500-SF

FILING_RECEIVED

J.W. KOEHLER ELECTRIC, INC. RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J.W. KOEHLER ELECTRIC, INC.

Plan sponsor

Name

J.W. KOEHLER ELECTRIC, INC

EIN

42-0960157

Address

2716 WEST CENTRAL PARK AVENUE · DAVENPORT, IA · 52804

Phone

(563) 386-1800

Industry

Electrical Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-11-01

Tax period

2025-10-31

Filed

2025-12-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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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