· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
J.W. KOEHLER ELECTRIC, INC — J.W. KOEHLER ELECTRIC, INC. RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251224062803NAL0012064369001
J.W. KOEHLER ELECTRIC, INC
Form 5500-SF
FILING_RECEIVED
J.W. KOEHLER ELECTRIC, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
8
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
J.W. KOEHLER ELECTRIC, INC
.
Find decision makers
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
· Construction
see 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
Related plans
Similar-size Electrical Contractors plans
HAWKEYE ELECTRIC, INC.
HAWKEYE ELECTRIC 401(K) PLAN
$6.7M · 181 participants
TRI-COUNTY ELECTRIC COMPANY, INC.
UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 401(K) PLAN
$6.7M · 56 participants
ENGELSTAD ELECTRIC COMPANY
ENGELSTAD ELECTRIC COMPANY 401(K) PROFIT SHARING PLAN
$6.6M · 40 participants
SHANNON A. SMITH, INC.
SHANNON A SMITH, INC. 401(K) PLAN & TRUST
$6.7M · 24 participants
GARBER ELECTRICAL CONTRACTORS
100
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.
GARBER ELECTRICAL RETIREMENT PLAN
$6.7M · 236 participants
C.O. CHRISTIAN & SONS CO., INC.
C. O. CHRISTIAN & SONS CO. RETIREMENT & SAVINGS PLAN
$6.7M · 63 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B